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

Brett F Anderson

Fountainhead Wealth Planningstate registeredClemson, ScIA-onlyIAPD 5497060

Certified Financial Planner

Feed of 09/14/2026

Also filed as Brett Franklin Anderson

At current firm

0 y

since Mar 13, 2026

In the industry

15 y

since Jan 19, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fountainhead Wealth Planning state registered current
since Mar 13, 2026 · Clemson, Sc
Trunorth Advisors independent RIA
May 19, 2025 to Oct 14, 2025 · Greenville, Sc
Morgan Stanley wirehouse
Jul 15, 2022 to Jun 9, 2023 · Atlanta, Ga
E*Trade Capital Management, LLC former
May 20, 2022 to Jun 9, 2023 · Atlanta, Ga
Foster Victor independent RIA
Aug 10, 2021 to Feb 7, 2022 · Greenville, Sc
Fisher Investments independent RIA
Jun 26, 2018 to Aug 3, 2021 · Plano, Tx
Strategic Advisers LLC national BD
May 9, 2016 to Jun 13, 2018 · Marietta, Ga
Mercer Global Advisors Inc. independent RIA
Sep 21, 2015 to Dec 7, 2015 · Alpharetta, Ga
Usaa Financial Planning Services former
Sep 19, 2013 to Jul 27, 2015 · Atlanta, Ga
Td Ameritrade, Inc. former
Apr 4, 2013 to Sep 12, 2013 · Alpharetta, Ga
Td Ameritrade Investment Management, LLC former
Apr 4, 2013 to Sep 12, 2013 · Alpharetta, Ga
Strategic Advisers LLC national BD
Mar 4, 2011 to Mar 6, 2013 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

Trunorth Advisors to Fountainhead Wealth Planning
left Oct 14, 2025, registered Mar 13, 2026 (150 days) · RIA to a state-registered adviser
Morgan Stanley to Trunorth Advisors
left Jun 9, 2023, registered May 19, 2025 (710 days) · Wirehouse to independent RIA
E*Trade Capital Management, LLC to Morgan Stanley
left Jun 9, 2023, registered Jul 15, 2022 (-329 days) · channel change inside one enterprise, not a move
Foster Victor to E*Trade Capital Management, LLC
left Feb 7, 2022, registered May 20, 2022 (102 days) · RIA to RIA
Fisher Investments to Foster Victor
left Aug 3, 2021, registered Aug 10, 2021 (7 days) · RIA to RIA
Strategic Advisers LLC to Fisher Investments
left Jun 13, 2018, registered Jun 26, 2018 (13 days) · Affiliated broker-dealer or bank to independent RIA
Mercer Global Advisors Inc. to Strategic Advisers LLC
left Dec 7, 2015, registered May 9, 2016 (154 days) · Other
Usaa Financial Planning Services to Mercer Global Advisors Inc.
left Jul 27, 2015, registered Sep 21, 2015 (56 days) · Other
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Sep 12, 2013, registered Apr 4, 2013 (-161 days) · channel change inside one enterprise, not a move
Td Ameritrade Investment Management, LLC to Usaa Financial Planning Services
left Sep 12, 2013, registered Sep 19, 2013 (7 days) · Other
Strategic Advisers LLC to Td Ameritrade, Inc.
left Mar 6, 2013, registered Apr 4, 2013 (29 days) · Other

Signals

Brett F Anderson left Trunorth Advisors for Fountainhead Wealth Planning (registered 2026-03-13)
Oct 14, 2025 · Advisor changed firm · fact
Brett F Anderson left Morgan Stanley for Trunorth Advisors (registered 2025-05-19)
Jun 9, 2023 · Advisor changed firm · fact
Brett F Anderson left Foster Victor for E*Trade Capital Management, Llc (registered 2022-05-20)
Feb 7, 2022 · 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: STATE REGISTEREDderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address