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Registered advisor
B••••••• B• D••••
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••independent RIAScottsdale, Azdual registrantIAPD 6209536
Feed of 09/14/2026
Also filed as Brittney Nicole Briles
At current firm
3 y
since Mar 29, 2023
In the industry
12 y
since Feb 1, 2014 (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
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
- U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• independent RIA currentsince Mar 29, 2023 · Scottsdale, Az
- N••••••••• M••••• I••••••••• S••••••••• no RAUMSep 21, 2020 to Apr 6, 2023 · Greensboro, Nc
- N••••••••• M••••• I••••••••• S••••••••• no RAUMOct 11, 2019 to Aug 26, 2020 · Greensboro, Nc
- M• H••••••• S••••••••• I••• BD affiliatedJan 28, 2019 to Sep 9, 2019 · Greensboro, Nc
- O•••• F•• I••• formerJul 25, 2017 to Feb 1, 2019 · Greensboro, Nc
- O•••• F•• I••• formerNov 13, 2014 to Dec 27, 2016 · Winston Salem, Nc
Moves
a registration end followed by a registration begin elsewhere
- N••••••••• M••••• I••••••••• S••••••••• to U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••left Apr 6, 2023, registered Mar 29, 2023 (-8 days) · Other
- M• H••••••• S••••••••• I••• to N••••••••• M••••• I••••••••• S•••••••••left Sep 9, 2019, registered Oct 11, 2019 (32 days) · Other
- O•••• F•• I••• to M• H••••••• S••••••••• I•••left Feb 1, 2019, registered Jan 28, 2019 (-4 days) · Affiliated broker-dealer or bank to another
Signals
- B••••••• B• D•••• left N••••••••• M••••• I••••••••• S••••••••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• (registered 2023-03-29)Apr 6, 2023 · 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address