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
Bradley Aaron Sayre
Certified Financial Planner
Feed of 09/14/2026
Also filed as Bradley A Sayre
At current firm
3 y
since Jun 19, 2023
In the industry
19 y
since Mar 15, 2007 (earliest exam, job or registration)
Prior registered firms
6
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Shared Vision Wealth Group independent RIA currentsince Jun 19, 2023 · Carlsbad, Ca
- Northwest Asset Management independent RIAMar 19, 2020 to Sep 22, 2023 · Mercer Island, Wa
- Usaa Investment Services Company no RAUMJan 8, 2018 to Apr 8, 2020 · San Antonio, Tx
- Usaa Financial Planning Services formerMay 22, 2014 to Jan 8, 2018 · San Diego, Ca
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to May 16, 2014 · San Diego, Ca
- Chase Investment Services Corp. formerMay 13, 2011 to Oct 1, 2012 · Solana Beach, Ca
- Edward Jones national BDMar 23, 2007 to May 11, 2011 · La Jolla, Ca
Moves
a registration end followed by a registration begin elsewhere
- Northwest Asset Management to Shared Vision Wealth Groupleft Sep 22, 2023, registered Jun 19, 2023 (-95 days) · RIA to a newly registered adviser
- Usaa Investment Services Company to Northwest Asset Managementleft Apr 8, 2020, registered Mar 19, 2020 (-20 days) · Affiliated broker-dealer or bank to independent RIA
- Usaa Financial Planning Services to Usaa Investment Services Companyleft Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
- J.P. Morgan Securities LLC to Usaa Financial Planning Servicesleft May 16, 2014, registered May 22, 2014 (6 days) · Other
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Edward Jones to Chase Investment Services Corp.left May 11, 2011, registered May 13, 2011 (2 days) · Other
Signals
- Bradley Aaron Sayre left Northwest Asset Management for Shared Vision Wealth Group (registered 2023-06-19)Sep 22, 2023 · 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