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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B•••• Y•••••••••

M••••• G••••• A••••••• I•••independent RIAOrlando, FlIA-onlyIAPD 6202905

Feed of 09/14/2026

Also filed as Brian M Yannaccone

At current firm

0 y

since Jun 9, 2026

In the industry

13 y

since Aug 7, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• G••••• A••••••• I••• independent RIA current
since Jun 9, 2026 · Orlando, Fl
O••••• W••••• G••••• L•• independent RIA
Mar 12, 2026 to May 1, 2026 · Orlando, Fl
E•••••• A••••••• G••••• L•• BD affiliated
Apr 3, 2023 to Nov 25, 2025 · Orlando, Fl
P••••••• C•••••• A••••••• C••••••••• former
Jan 19, 2016 to Apr 3, 2023 · Denver, Co
E••••• J•••• national BD
Nov 27, 2015 to Dec 15, 2015 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

O••••• W••••• G••••• L•• to M••••• G••••• A••••••• I•••
left May 1, 2026, registered Jun 9, 2026 (39 days) · RIA to RIA
E•••••• A••••••• G••••• L•• to O••••• W••••• G••••• L••
left Nov 25, 2025, registered Mar 12, 2026 (107 days) · Affiliated broker-dealer or bank to independent RIA
P••••••• C•••••• A••••••• C••••••••• to E•••••• A••••••• G••••• L••
left Apr 3, 2023, registered Apr 3, 2023 (0 days) · corporate re-registration, not a move
E••••• J•••• to P••••••• C•••••• A••••••• C•••••••••
left Dec 15, 2015, registered Jan 19, 2016 (35 days) · Other

Signals

B•••• Y••••••••• left O••••• W••••• G••••• L•• for M••••• G••••• A••••••• I••• (registered 2026-06-09)
May 1, 2026 · Advisor changed firm · fact
B•••• Y••••••••• left E•••••• A••••••• G••••• L•• for O••••• W••••• G••••• L•• (registered 2026-03-12)
Nov 25, 2025 · 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