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

Brandon David Perlow

Able Financial Group, LLCindependent RIAScottsdale, Azdual registrantIAPD 6915839

Certified Financial Planner

Feed of 09/14/2026

Also filed as Brandon Perlow

At current firm

3 y

since Jan 12, 2023

In the industry

10 y

since May 1, 2016 (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

Able Financial Group, LLC independent RIA current
since Jan 12, 2023 · Scottsdale, Az
Wells Fargo Advisors wirehouse
Jan 27, 2022 to Feb 7, 2023 · Scottsdale, Az
Pruco Securities, LLC no RAUM
Oct 18, 2019 to Dec 22, 2021 · Phoenix, Az
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 23, 2018 to Jul 11, 2019 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Able Financial Group, LLC
left Feb 7, 2023, registered Jan 12, 2023 (-26 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
Pruco Securities, LLC to Wells Fargo Advisors
left Dec 22, 2021, registered Jan 27, 2022 (36 days) · Affiliated broker-dealer or bank to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pruco Securities, LLC
left Jul 11, 2019, registered Oct 18, 2019 (99 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Brandon David Perlow left Wells Fargo Advisors for Able Financial Group, Llc (registered 2023-01-12)
Feb 7, 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