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 Eugene Donaugh

Alight Financial Advisors, LLCindependent RIACharlotte, Nc dual registrantIAPD 6434474

Certified Financial Planner

Feed of 09/15/2026

Also filed as Bryan Eugene Donaugh

At current firm

0 y

since May 6, 2026

In the industry

11 y

since May 13, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Alight Financial Advisors, LLC independent RIA current
since May 6, 2026 · Greenfield, In
Schwab Wealth Advisory, Inc. no RAUM
Jan 16, 2026 to May 6, 2026 · Indianapolis, In
The Financial Resource Center other
Jul 29, 2024 to Dec 19, 2025 · Carmel, In
Transamerica Retirement Advisors, LLC BD affiliated
Nov 4, 2021 to Jul 22, 2024 · Greenfield, In
Cwm, LLC BD affiliated
Mar 25, 2021 to Oct 27, 2021 · Indianapolis, In
Valic Financial Advisors, Inc. BD affiliated
Feb 11, 2020 to Oct 2, 2020 · Carmel, In
Oneamerica Securities, Inc. BD affiliated
Feb 1, 2019 to Apr 9, 2019 · Indianapolis, In
Valic Financial Advisors, Inc. BD affiliated
Jan 11, 2016 to Jan 18, 2019 · Carmel, In
Creative Financial Designs, Inc. BD affiliated
May 21, 2015 to Dec 16, 2015 · Fortville, In

Moves

a registration end followed by a registration begin elsewhere

Schwab Wealth Advisory, Inc. to Alight Financial Advisors, LLC
left May 6, 2026, registered May 6, 2026 (0 days) · Other
The Financial Resource Center to Schwab Wealth Advisory, Inc.
left Dec 19, 2025, registered Jan 16, 2026 (28 days) · Other
Transamerica Retirement Advisors, LLC to The Financial Resource Center
left Jul 22, 2024, registered Jul 29, 2024 (7 days) · Affiliated broker-dealer or bank to independent RIA
Cwm, LLC to Transamerica Retirement Advisors, LLC
left Oct 27, 2021, registered Nov 4, 2021 (8 days) · Affiliated broker-dealer or bank to another
Valic Financial Advisors, Inc. to Cwm, LLC
left Oct 2, 2020, registered Mar 25, 2021 (174 days) · Affiliated broker-dealer or bank to another
Oneamerica Securities, Inc. to Valic Financial Advisors, Inc.
left Apr 9, 2019, registered Feb 11, 2020 (308 days) · Affiliated broker-dealer or bank to another
Valic Financial Advisors, Inc. to Oneamerica Securities, Inc.
left Jan 18, 2019, registered Feb 1, 2019 (14 days) · Affiliated broker-dealer or bank to another
Creative Financial Designs, Inc. to Valic Financial Advisors, Inc.
left Dec 16, 2015, registered Jan 11, 2016 (26 days) · Other

Signals

Bryan Eugene Donaugh no longer holds an investment adviser registration (last listed at Alight Financial Advisors, Llc on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived
Bryan Eugene Donaugh left Schwab Wealth Advisory, Inc. for Alight Financial Advisors, Llc (registered 2026-05-06)
May 6, 2026 · Advisor changed firm · fact
Bryan Eugene Donaugh left The Financial Resource Center for Schwab Wealth Advisory, Inc. (registered 2026-01-16)
Dec 19, 2025 · Advisor changed firm · fact
Bryan Eugene Donaugh left Transamerica Retirement Advisors, Llc for The Financial Resource Center (registered 2024-07-29)
Jul 22, 2024 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address