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 Wyckoff

State Farm Investment Management Corp.asset managerWatertown, Nydual registrantIAPD 6763747

Feed of 09/14/2026

Also filed as Bryan James Wyckoff

At current firm

1 y

since Jul 30, 2025

In the industry

19 y

since Jul 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

State Farm Investment Management Corp. asset manager current
since Jul 30, 2025 · Watertown, Ny
Cadaret Grant & Co Inc former
Nov 15, 2023 to Jul 25, 2025 · Syracuse, Ny
Eagle Strategies LLC BD affiliated
Jan 5, 2023 to Nov 13, 2023 · Dewitt, Ny
Key Investment Services LLC BD affiliated
Feb 19, 2021 to Nov 3, 2022 · Brooklyn, Oh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 17, 2019 to Feb 24, 2021 · Ithaca, Ny

Moves

a registration end followed by a registration begin elsewhere

Cadaret Grant & Co Inc to State Farm Investment Management Corp.
left Jul 25, 2025, registered Jul 30, 2025 (5 days) · Other
Eagle Strategies LLC to Cadaret Grant & Co Inc
left Nov 13, 2023, registered Nov 15, 2023 (2 days) · Affiliated broker-dealer or bank to another
Key Investment Services LLC to Eagle Strategies LLC
left Nov 3, 2022, registered Jan 5, 2023 (63 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Key Investment Services LLC
left Feb 24, 2021, registered Feb 19, 2021 (-5 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Bryan Wyckoff left Cadaret Grant & Co Inc for State Farm Investment Management Corp. (registered 2025-07-30)
Jul 25, 2025 · Advisor changed firm · fact
Bryan Wyckoff left Eagle Strategies Llc for Cadaret Grant & Co Inc (registered 2023-11-15)
Nov 13, 2023 · Advisor changed firm · fact
Bryan Wyckoff left Key Investment Services Llc for Eagle Strategies Llc (registered 2023-01-05)
Nov 3, 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address