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

Brian Wesley Kofoed

CaptrustinstitutionalLas Vegas, NvIA-onlyIAPD 5396942

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Feb 24, 2026

In the industry

18 y

since Oct 19, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Captrust institutional current
since Feb 24, 2026 · Las Vegas, Nv
Alpha Cubed Investments, LLC former
Jun 11, 2024 to Apr 30, 2026 · Costa Mesa, Ca
Arista Wealth Management, LLC independent RIA
Apr 4, 2024 to May 28, 2024 · Las Vegas, Nv
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Sep 26, 2023 · Boston, Ma
Strategic Advisers LLC national BD
Jul 8, 2011 to Jul 13, 2018 · Salt Lake City, Ut
E*Trade Capital Management, LLC former
Sep 1, 2009 to Jun 30, 2011 · Arlington, Va
Strategic Advisers LLC national BD
Feb 4, 2009 to Aug 26, 2009 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

Alpha Cubed Investments, LLC to Captrust
left Apr 30, 2026, registered Feb 24, 2026 (-65 days) · Other · moved with a team
Arista Wealth Management, LLC to Alpha Cubed Investments, LLC
left May 28, 2024, registered Jun 11, 2024 (14 days) · RIA to RIA
Fidelity Personal And Workplace Advisors to Arista Wealth Management, LLC
left Sep 26, 2023, registered Apr 4, 2024 (191 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
E*Trade Capital Management, LLC to Strategic Advisers LLC
left Jun 30, 2011, registered Jul 8, 2011 (8 days) · Other
Strategic Advisers LLC to E*Trade Capital Management, LLC
left Aug 26, 2009, registered Sep 1, 2009 (6 days) · Other

Signals

Brian Wesley Kofoed left Alpha Cubed Investments, Llc for Captrust (registered 2026-02-24)
Apr 30, 2026 · Advisor changed firm · fact
Brian Wesley Kofoed left Arista Wealth Management, Llc for Alpha Cubed Investments, Llc (registered 2024-06-11)
May 28, 2024 · Advisor changed firm · fact
Brian Wesley Kofoed left Fidelity Personal And Workplace Advisors for Arista Wealth Management, Llc (registered 2024-04-04)
Sep 26, 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: Institutional managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address