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
Branden Randall
Certified Financial Planner
Feed of 09/15/2026
Also filed as Branden James Randall
At current firm
0 y
since Jul 9, 2026
In the industry
11 y
since Sep 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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Pure Financial Advisors, LLC independent RIA currentsince Jul 9, 2026 · San Diego, Ca
- Perigon Wealth Management, LLC independent RIAOct 14, 2024 to Jun 29, 2026 · Irvine, Ca
- Fidelity Personal And Workplace Advisors formerMay 17, 2021 to Sep 16, 2022 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Perigon Wealth Management, LLC to Pure Financial Advisors, LLCleft Jun 29, 2026, registered Jul 9, 2026 (10 days) · RIA to RIA
- Fidelity Personal And Workplace Advisors to Perigon Wealth Management, LLCleft Sep 16, 2022, registered Oct 14, 2024 (759 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Branden Randall left Perigon Wealth Management, Llc for Pure Financial Advisors, Llc (registered 2026-07-09)Jun 29, 2026 · Advisor changed firm · fact
- Branden Randall left Fidelity Personal And Workplace Advisors for Perigon Wealth Management, Llc (registered 2024-10-14)Sep 16, 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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address