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•••• E••••• C••••••

B•••• N•• W•••••formerWestlake Village, CaIA-onlyIAPD 5602008

Certified Financial Planner

Feed of 09/14/2026

Also filed as Brian Canning

At current firm

1 y

since May 5, 2025

In the industry

17 y

since Feb 13, 2009 (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

B•••• N•• W••••• former current
since May 5, 2025 · Westlake Village, Ca
A••••• W••••• P••••••• independent RIA
Jan 23, 2012 to Apr 24, 2025 · Pacific Palisades, Ca
S•••••••• A••••••• L•• national BD
Feb 8, 2011 to Dec 9, 2011 · Woodland Hills, Ca
T• A••••••••• I••••••••• M••••••••• L•• former
Jan 8, 2010 to Dec 17, 2010 · Fort Worth, Tx
T• A••••••••• I••• former
Jan 8, 2010 to Dec 17, 2010 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

A••••• W••••• P••••••• to B•••• N•• W•••••
left Apr 24, 2025, registered May 5, 2025 (11 days) · RIA to a newly registered adviser
S•••••••• A••••••• L•• to A••••• W••••• P•••••••
left Dec 9, 2011, registered Jan 23, 2012 (45 days) · Other
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Dec 17, 2010, registered Jan 8, 2010 (-343 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to S•••••••• A••••••• L••
left Dec 17, 2010, registered Feb 8, 2011 (53 days) · Other

Signals

Brian Edward Canning left Abacus Wealth Partners for Brave New Wealth (registered 2025-05-05)
Apr 24, 2025 · 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: Former SEC-registered adviserderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address