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

Brian Patrick Callahan

Edelman Financial Enginesindependent RIAFairfax, Va IA-onlyIAPD 5798175

Certified Financial Planner

Feed of 09/15/2026

Also filed as Brian Patrick Callahan

At current firm

1 y

since Jun 5, 2025

In the industry

15 y

since Apr 15, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Edelman Financial Engines independent RIA current
since Jun 5, 2025 · Fairfax, Va
Camarda Wealth Advisory Group independent RIA
Dec 2, 2024 to Jun 20, 2025 · Marblehead, Ma
Fisher Investments independent RIA
Sep 22, 2021 to Nov 19, 2024 · Martinez, Ca
Charles Schwab & Co., Inc. national BD
Jan 24, 2019 to Sep 20, 2021 · San Francisco, Ca
MML Investors Services, LLC BD affiliated
Sep 11, 2017 to Dec 27, 2018 · Pleasant Hill, Ca
Eagle Strategies LLC BD affiliated
Sep 15, 2014 to Jul 6, 2017 · San Ramon, Ca
Northwestern Mutual Investment Services,LLC no RAUM
Dec 17, 2013 to Jun 24, 2014 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Camarda Wealth Advisory Group to Edelman Financial Engines
left Jun 20, 2025, registered Jun 5, 2025 (-15 days) · RIA to RIA
Fisher Investments to Camarda Wealth Advisory Group
left Nov 19, 2024, registered Dec 2, 2024 (13 days) · RIA to RIA
Charles Schwab & Co., Inc. to Fisher Investments
left Sep 20, 2021, registered Sep 22, 2021 (2 days) · Affiliated broker-dealer or bank to independent RIA
MML Investors Services, LLC to Charles Schwab & Co., Inc.
left Dec 27, 2018, registered Jan 24, 2019 (28 days) · Affiliated broker-dealer or bank to another
Eagle Strategies LLC to MML Investors Services, LLC
left Jul 6, 2017, registered Sep 11, 2017 (67 days) · Other
Northwestern Mutual Investment Services,LLC to Eagle Strategies LLC
left Jun 24, 2014, registered Sep 15, 2014 (83 days) · Other

Signals

Brian Patrick Callahan left Camarda Wealth Advisory Group for Edelman Financial Engines (registered 2025-06-05)
Jun 20, 2025 · Advisor changed firm · fact
Brian Patrick Callahan left Fisher Investments for Camarda Wealth Advisory Group (registered 2024-12-02)
Nov 19, 2024 · 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: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address