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 Keith Mcginnis
Feed of 09/15/2026
At current firm
1 y
since Jan 8, 2025
In the industry
13 y
since Aug 10, 2013 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Bison Wealth, LLC independent RIA currentsince Jan 8, 2025 · Brooksville, Fl
- Bison Wealth, LLC formerFeb 9, 2023 to Dec 31, 2024 · Gainesville, Ga
- The Pacific Financial Group, Inc. independent RIAAug 6, 2020 to Dec 31, 2022 · New Port Richey, Fl
- Independent Financial Partners BD affiliatedJan 2, 2014 to Jul 31, 2020 · Spring Hill, Fl
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerAug 15, 2013 to Dec 16, 2013 · St. Albans Rd, Mo
Moves
a registration end followed by a registration begin elsewhere
- Bison Wealth, LLC to Bison Wealth, LLCleft Dec 31, 2024, registered Jan 8, 2025 (8 days) · channel change inside one enterprise, not a move · moved with a team
- The Pacific Financial Group, Inc. to Bison Wealth, LLCleft Dec 31, 2022, registered Feb 9, 2023 (40 days) · RIA to RIA · moved with a team
- Independent Financial Partners to The Pacific Financial Group, Inc.left Jul 31, 2020, registered Aug 6, 2020 (6 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Independent Financial Partnersleft Dec 16, 2013, registered Jan 2, 2014 (17 days) · Other
Signals
- Brian Keith Mcginnis left The Pacific Financial Group, Inc. for Bison Wealth, Llc (registered 2023-02-09)Dec 31, 2022 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address