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
Maryanna Elizabeth Braun
Certified Financial Planner
Feed of 09/14/2026
Also filed as Mariel Braun
At current firm
3 y
since Jul 19, 2023
In the industry
10 y
since Dec 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Sowell Management independent RIA currentsince Jul 19, 2023 · North Little Rock, Ar
- Baker Tilly Wealth Management, LLC mixed wealthMar 31, 2020 to Jul 19, 2023 · Houston, Tx
- United Capital Financial Advisors independent RIAFeb 22, 2018 to May 12, 2020 · Irving, Tx
Moves
a registration end followed by a registration begin elsewhere
- Baker Tilly Wealth Management, LLC to Sowell Managementleft Jul 19, 2023, registered Jul 19, 2023 (0 days) · RIA to RIA · moved with a team
- United Capital Financial Advisors to Baker Tilly Wealth Management, LLCleft May 12, 2020, registered Mar 31, 2020 (-42 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Maryanna Elizabeth Braun left Baker Tilly Wealth Management, Llc for Sowell Management (registered 2023-07-19)Jul 19, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address