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
Brandon James Remer
Feed of 09/14/2026
Also filed as Brandon Remer
At current firm
2 y
since Mar 15, 2024
In the industry
14 y
since Apr 30, 2012 (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
- U.S. Bancorp Advisors, LLC BD affiliated currentsince Mar 15, 2024 · Minneapolis, Mn
- U.S. Bancorp Investments, Inc. formerOct 22, 2018 to Apr 7, 2026 · Saint Paul, Mn
- Sagepoint Financial, Inc. formerMar 14, 2014 to Sep 27, 2018 · Forest Lake, Mn
- RBC Capital Markets, LLC national BDMay 1, 2012 to Mar 20, 2014 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLCleft Apr 7, 2026, registered Mar 15, 2024 (-753 days) · Affiliated broker-dealer or bank to another · moved with a team
- Sagepoint Financial, Inc. to U.S. Bancorp Investments, Inc.left Sep 27, 2018, registered Oct 22, 2018 (25 days) · Affiliated broker-dealer or bank to another
- RBC Capital Markets, LLC to Sagepoint Financial, Inc.left Mar 20, 2014, registered Mar 14, 2014 (-6 days) · Other
Signals
- Brandon James Remer left U.S. Bancorp Investments, Inc. for U.S. Bancorp Advisors, Llc (registered 2024-03-15)Apr 7, 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address