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 Dabar Haumschilt
Certified Financial Planner
Feed of 09/14/2026
Also filed as Brandon Haumschilt
At current firm
9 y
since Oct 5, 2016
In the industry
15 y
since Dec 31, 2010 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sagespring Wealth Partners independent RIA currentsince Oct 5, 2016 · Franklin, Tn
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 6, 2012 to Dec 20, 2016 · Franklin, Tn
- Edward Jones national BDJan 4, 2011 to Dec 9, 2011 · Madison, Tn
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Sagespring Wealth Partnersleft Dec 20, 2016, registered Oct 5, 2016 (-76 days) · Other · moved with a team
- Edward Jones to Raymond James Financial Services Advisors, Incleft Dec 9, 2011, registered Jan 6, 2012 (28 days) · Other
Signals
No dated event on this person.
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