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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B••••• L•••• T••••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseJacksonville, Fl dual registrantIAPD 5500254

Feed of 09/15/2026

Also filed as Briana Laura Briggs

At current firm

4 y

since Sep 7, 2022

In the industry

17 y

since May 19, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Sep 7, 2022 · Jacksonville, Fl
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Aug 30, 2019 to Apr 13, 2022 · Jacksonville, Fl
E•• F•••••••• A••••••• independent RIA
Mar 11, 2019 to Aug 13, 2019 · Jacksonville, Fl
A••••••• F•••••••• A•••••••• L•• BD affiliated
Jul 28, 2016 to Mar 7, 2019 · Fleming Island, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 27, 2009 to May 20, 2016 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

N••••••••• M••••• I••••••••• S••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 13, 2022, registered Sep 7, 2022 (147 days) · Other
E•• F•••••••• A••••••• to N••••••••• M••••• I••••••••• S•••••••••
left Aug 13, 2019, registered Aug 30, 2019 (17 days) · Other
A••••••• F•••••••• A•••••••• L•• to E•• F•••••••• A•••••••
left Mar 7, 2019, registered Mar 11, 2019 (4 days) · Affiliated broker-dealer or bank to another
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••• F•••••••• A•••••••• L••
left May 20, 2016, registered Jul 28, 2016 (69 days) · Other

Signals

B••••• L•••• T•••••• left N••••••••• M••••• I••••••••• S••••••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2022-09-07)
Apr 13, 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: Wirehousederived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address