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.
Brett Michael Maggard
- Title
- Investment Advisor Representativereportedsingerwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Singer Wealth Advisors LLC independent RIA currentsince Jan 1, 2025 · Wesley Chapel, Fl
- Integrity Alliance, LLC BD affiliatedJan 11, 2022 to Dec 12, 2022 · Tampa, Fl
- Prime Capital Financial mixed wealthNov 2, 2020 to Oct 6, 2021 · Overland Park, Ks
- Bankers Life Advisory Services, Inc. BD affiliatedMay 29, 2020 to Oct 5, 2020 · Clearwater, Fl
- Integrity Alliance, LLC to Singer Wealth Advisors LLCleft Dec 12, 2022, registered Jan 1, 2025 (751 days) · RIA to RIA
- Prime Capital Financial to Integrity Alliance, LLCleft Oct 6, 2021, registered Jan 11, 2022 (97 days) · RIA to RIA
- Bankers Life Advisory Services, Inc. to Prime Capital Financialleft Oct 5, 2020, registered Nov 2, 2020 (28 days) · Other
- Brett Michael Maggard left Integrity Alliance, Llc for Singer Wealth Advisors Llc (registered 2025-01-01)Dec 12, 2022 · Advisor changed firm · fact
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.
- 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