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.
- Title
- Wealth Advisorreportedhbwealth.comfirm site, Sep 15, 2026
- Years, as the firm states
- 15reportedhbwealth.com“With more than 15 years of experience in the financial services industry, Bryan provides proactive guidance and personalized advice tailored to each client’s goals and values.”
- Professional profile
- hbwealth.com/meet-the-team/bryan-walls-j-dreportedhbwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Hb Wealth independent RIA currentsince Sep 11, 2025 · Atlanta, Ga
- Wealth Enhancement Advisory Services, LLC BD affiliatedMay 8, 2020 to Aug 14, 2025 · Atlanta, Ga
- Joyn Advisors, Inc. formerJun 19, 2018 to Apr 30, 2020 · Atlanta, Ga
- Personal Capital Advisors Corporation formerSep 14, 2017 to Apr 18, 2018 · Atlanta, Ga
- Strategic Advisers LLC national BDMay 2, 2013 to Sep 21, 2017 · Dunwoody, Ga
- Wealth Enhancement Advisory Services, LLC to Hb Wealthleft Aug 14, 2025, registered Sep 11, 2025 (28 days) · Affiliated broker-dealer or bank to independent RIA
- Joyn Advisors, Inc. to Wealth Enhancement Advisory Services, LLCleft Apr 30, 2020, registered May 8, 2020 (8 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Personal Capital Advisors Corporation to Joyn Advisors, Inc.left Apr 18, 2018, registered Jun 19, 2018 (62 days) · RIA to RIA
- Strategic Advisers LLC to Personal Capital Advisors Corporationleft Sep 21, 2017, registered Sep 14, 2017 (-7 days) · Other
- Bryan E Walls left Wealth Enhancement Advisory Services, Llc for Hb Wealth (registered 2025-09-11)Aug 14, 2025 · Advisor changed firm · fact
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.
- 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