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.
Brandon Ronald Fresard
- Professional profile
- linkedin.com/in/brandon-fresard-a3a783b9reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Advisor Resource Council independent RIA currentsince Jan 23, 2019 · Southlake, Tx
- Usaa Investment Services Company no RAUMJan 8, 2018 to Dec 13, 2018 · San Antonio, Tx
- Usaa Financial Planning Services formerJan 29, 2014 to Jan 8, 2018 · Addison, Tx
- Chase Investment Services Corp. formerMay 4, 2011 to Sep 19, 2012 · Watauga, Tx
- MML Investors Services, LLC BD affiliatedAug 18, 2010 to Feb 17, 2011 · Denton, Tx
- Thrivent Investment Management Inc. BD affiliatedSep 25, 2008 to Aug 19, 2010 · Allen, Tx
- Usaa Investment Services Company to Advisor Resource Councilleft Dec 13, 2018, registered Jan 23, 2019 (41 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
- Chase Investment Services Corp. to Usaa Financial Planning Servicesleft Sep 19, 2012, registered Jan 29, 2014 (497 days) · Other
- MML Investors Services, LLC to Chase Investment Services Corp.left Feb 17, 2011, registered May 4, 2011 (76 days) · Other
- Thrivent Investment Management Inc. to MML Investors Services, LLCleft Aug 19, 2010, registered Aug 18, 2010 (-1 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address