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
John Marlin Breard
Certified Financial Planner
Feed of 09/14/2026
Also filed as Marlin Breard
At current firm
2 y
since Aug 30, 2024
In the industry
12 y
since Nov 23, 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
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Alera Investment Advisors, LLC mixed wealth currentsince Aug 30, 2024 · Atlanta, Ga
- Arista Consulting Group unclassifiedOct 4, 2024 to Jul 1, 2025 · Mcdonough, Ga
- Johnson Brunetti independent RIAAug 29, 2022 to May 11, 2026 · Atlanta, Ga
- Valic Financial Advisors, Inc. BD affiliatedNov 5, 2014 to Sep 19, 2022 · Atlanta, Ga
- Valic Financial Advisors, Inc. BD affiliatedDec 2, 2013 to Oct 16, 2014 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Johnson Brunetti to Alera Investment Advisors, LLCleft May 11, 2026, registered Aug 30, 2024 (-619 days) · RIA to RIA
- Arista Consulting Group to no registered destinationleft Jul 1, 2025 · Departure, no registered destination
- Valic Financial Advisors, Inc. to Johnson Brunettileft Sep 19, 2022, registered Aug 29, 2022 (-21 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- John Marlin Breard left Johnson Brunetti for Alera Investment Advisors, Llc (registered 2024-08-30)May 11, 2026 · Advisor changed firm · fact
- John Marlin Breard no longer registered at Arista Consulting Group; no later IA registration on IAPDJul 1, 2025 · Advisor departure · fact
- John Marlin Breard left Valic Financial Advisors, Inc. for Johnson Brunetti (registered 2022-08-29)Sep 19, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address