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
Bryan Adam Schimmel
Feed of 09/14/2026
Also filed as Bryan Adam Schimmel
At current firm
0 y
since Aug 24, 2026
In the industry
13 y
since Oct 8, 2012 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Ameriprise Financial Services, LLC national BD currentsince Aug 24, 2026 · Miami, Fl
- Eagle Strategies LLC BD affiliatedJul 30, 2020 to Aug 27, 2026 · Los Angeles, Ca
- Gerber Kawasaki Wealth & Investment Management independent RIAApr 1, 2019 to Feb 26, 2020 · Santa Monica, Ca
- Equitable Advisors, LLC national BDFeb 28, 2018 to Apr 27, 2018 · Los Angeles, Ca
- Ameriprise Financial Services, LLC national BDJun 19, 2013 to Mar 10, 2017 · Arlington Heights, Il
- H. Beck, Inc. formerApr 24, 2013 to Jul 10, 2013 · Arlington Heights, Il
Moves
a registration end followed by a registration begin elsewhere
- Eagle Strategies LLC to Ameriprise Financial Services, LLCleft Aug 27, 2026, registered Aug 24, 2026 (-3 days) · Affiliated broker-dealer or bank to another
- Gerber Kawasaki Wealth & Investment Management to Eagle Strategies LLCleft Feb 26, 2020, registered Jul 30, 2020 (155 days) · RIA to affiliated broker-dealer or bank
- Equitable Advisors, LLC to Gerber Kawasaki Wealth & Investment Managementleft Apr 27, 2018, registered Apr 1, 2019 (339 days) · Affiliated broker-dealer or bank to independent RIA
- Ameriprise Financial Services, LLC to Equitable Advisors, LLCleft Mar 10, 2017, registered Feb 28, 2018 (355 days) · Affiliated broker-dealer or bank to another
- H. Beck, Inc. to Ameriprise Financial Services, LLCleft Jul 10, 2013, registered Jun 19, 2013 (-21 days) · Other
Signals
- Bryan Adam Schimmel left Eagle Strategies Llc for Ameriprise Financial Services, Llc (registered 2026-08-24)Aug 27, 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
- National broker-dealer RIAderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address