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
Bryan Wilkinson Lester
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Bryan W. Lester
At current firm
3 y
since Oct 5, 2022
In the industry
12 y
since Jan 8, 2014 (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
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
- Mariner BD affiliated currentsince Oct 5, 2022 · Austin, Tx
- Alpha Capital Management independent RIAAug 7, 2018 to Sep 20, 2022 · Austin, Tx
- Herbert J. Sims Capital Management, Inc. independent RIAAug 23, 2017 to Apr 23, 2018 · Austin, Tx
- Oxbow Advisors, LLC independent RIAMar 17, 2015 to Jul 5, 2017 · Houston, Tx
- King Investment Advisors, Inc. formerJan 10, 2014 to Nov 12, 2015 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Alpha Capital Management to Marinerleft Sep 20, 2022, registered Oct 5, 2022 (15 days) · RIA to affiliated broker-dealer or bank
- Herbert J. Sims Capital Management, Inc. to Alpha Capital Managementleft Apr 23, 2018, registered Aug 7, 2018 (106 days) · RIA to RIA
- Oxbow Advisors, LLC to Herbert J. Sims Capital Management, Inc.left Jul 5, 2017, registered Aug 23, 2017 (49 days) · Other
- King Investment Advisors, Inc. to Oxbow Advisors, LLCleft Nov 12, 2015, registered Mar 17, 2015 (-240 days) · Other · moved with a team
Signals
- Bryan Wilkinson Lester left Alpha Capital Management for Mariner (registered 2022-10-05)Sep 20, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address