DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Charles Brandon Downs
Certified Financial Planner
Feed of 09/14/2026
At current firm
4 y
since Jun 1, 2022
In the industry
19 y
since Dec 5, 2006 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Hb Wealth independent RIA currentsince Jun 1, 2022 · Atlanta, Ga
- Antares Wealth formerFeb 4, 2020 to Dec 31, 2023 · Atlanta, Ga
- Oakbridge Partners, Ltd. formerOct 28, 2015 to Jun 7, 2022 · Atlanta, Ga
- Advisory Services Network independent RIAMay 23, 2011 to Oct 7, 2015 · Atlanta, Ga
- Resource Planning Group, Ltd. formerAug 6, 2009 to May 20, 2011 · Atlanta, Ga
- Suntrust Investment Services, Inc. formerDec 11, 2006 to Jun 20, 2008 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Antares Wealth to Hb Wealthleft Dec 31, 2023, registered Jun 1, 2022 (-578 days) · RIA to RIA · moved with a team
- Oakbridge Partners, Ltd. to Antares Wealthleft Jun 7, 2022, registered Feb 4, 2020 (-854 days) · Other · moved with a team
- Advisory Services Network to Oakbridge Partners, Ltd.left Oct 7, 2015, registered Oct 28, 2015 (21 days) · Other
- Resource Planning Group, Ltd. to Advisory Services Networkleft May 20, 2011, registered May 23, 2011 (3 days) · Other
- Suntrust Investment Services, Inc. to Resource Planning Group, Ltd.left Jun 20, 2008, registered Aug 6, 2009 (412 days) · Other
Signals
- Charles Brandon Downs left Antares Wealth for Hb Wealth (registered 2022-06-01)Dec 31, 2023 · Advisor changed firm · fact
- Charles Brandon Downs left Oakbridge Partners, Ltd. for Antares Wealth (registered 2020-02-04)Jun 7, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address