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.
Feed of 09/15/2026
Also filed as Brian P. Long
At current firm
0 y
since Feb 19, 2026
In the industry
27 y
since Oct 1, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
- Merit Financial Advisors BD affiliated currentsince Feb 19, 2026 · Topeka, Ks
- Wealthcare Advisory Partners LLC BD affiliatedSep 11, 2020 to Feb 25, 2026 · Topeka, Ks
- Avantax Advisory Services formerOct 25, 2019 to Sep 15, 2020 · Irving, Tx
- 1st Global Advisors Inc formerDec 3, 2007 to Oct 25, 2019 · Topeka, Ks
Moves
a registration end followed by a registration begin elsewhere
- Wealthcare Advisory Partners LLC to Merit Financial Advisorsleft Feb 25, 2026, registered Feb 19, 2026 (-6 days) · RIA to RIA · moved with a team
- Avantax Advisory Services to Wealthcare Advisory Partners LLCleft Sep 15, 2020, registered Sep 11, 2020 (-4 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- 1st Global Advisors Inc to Avantax Advisory Servicesleft Oct 25, 2019, registered Oct 25, 2019 (0 days) · corporate re-registration, not a move
Signals
- Brian P. Lang left Wealthcare Advisory Partners Llc for Merit Financial Advisors (registered 2026-02-19)Feb 25, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address