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 Lehman
Certified Financial Planner
Feed of 09/14/2026
Also filed as Brandon Michael Lehman
At current firm
0 y
since May 14, 2026
In the industry
17 y
since May 7, 2009 (earliest exam, job or registration)
Prior registered firms
4
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 May 14, 2026 · Alpharetta, Ga
- Annex Wealth Management, LLC independent RIAOct 28, 2019 to Jan 29, 2026 · Brookfield, Wi
- Mariner BD affiliatedAug 20, 2018 to Oct 1, 2019 · Chicago, Il
- Russell Investments asset managerOct 10, 2013 to Aug 30, 2018 · Milwaukee, Wi
- Thrivent Investment Management Inc. BD affiliatedMay 8, 2009 to Oct 14, 2013 · Waukesha, Wi
Moves
a registration end followed by a registration begin elsewhere
- Annex Wealth Management, LLC to Merit Financial Advisorsleft Jan 29, 2026, registered May 14, 2026 (105 days) · RIA to affiliated broker-dealer or bank
- Mariner to Annex Wealth Management, LLCleft Oct 1, 2019, registered Oct 28, 2019 (27 days) · Affiliated broker-dealer or bank to independent RIA
- Russell Investments to Marinerleft Aug 30, 2018, registered Aug 20, 2018 (-10 days) · Other
- Thrivent Investment Management Inc. to Russell Investmentsleft Oct 14, 2013, registered Oct 10, 2013 (-4 days) · Other
Signals
- Brandon Lehman left Annex Wealth Management, Llc for Merit Financial Advisors (registered 2026-05-14)Jan 29, 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address