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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B•••••• H••••••••• T•••••••

E••••• J••••national BDTallahassee, Fl dual registrantIAPD 7014265

Feed of 09/15/2026

Also filed as Barbara Wanita Latrice Brown

At current firm

0 y

since May 4, 2026

In the industry

12 y

since Jun 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E••••• J•••• national BD current
since May 4, 2026 · Crawfordville, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Sep 25, 2023 to Apr 9, 2026 · Tallahassee, Fl
J••• M••••• S••••••••• L•• wirehouse
Mar 20, 2023 to Sep 12, 2023 · Atlanta, Ga
M••••• S•••••• wirehouse
Sep 15, 2022 to Mar 9, 2023 · Atlanta, Ga
W•••• F•••• A••••••• wirehouse
Feb 9, 2022 to Aug 25, 2022 · Tallahassee, Fl

Moves

a registration end followed by a registration begin elsewhere

T••••• A••••••• S•••••••• I••• to E••••• J••••
left Apr 9, 2026, registered May 4, 2026 (25 days) · Affiliated broker-dealer or bank to another
J••• M••••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
left Sep 12, 2023, registered Sep 25, 2023 (13 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to J••• M••••• S••••••••• L••
left Mar 9, 2023, registered Mar 20, 2023 (11 days) · Wirehouse to wirehouse
W•••• F•••• A••••••• to M••••• S••••••
left Aug 25, 2022, registered Sep 15, 2022 (21 days) · Wirehouse to wirehouse · moved with a team

Signals

B•••••• H••••••••• T••••••• left T••••• A••••••• S•••••••• I••• for E••••• J•••• (registered 2026-05-04)
Apr 9, 2026 · Advisor changed firm · fact
B•••••• H••••••••• T••••••• left J••• M••••• S••••••••• L•• for T••••• A••••••• S•••••••• I••• (registered 2023-09-25)
Sep 12, 2023 · Advisor changed firm · fact
B•••••• H••••••••• T••••••• left M••••• S•••••• for J••• M••••• S••••••••• L•• (registered 2023-03-20)
Mar 9, 2023 · Advisor changed firm · fact
B•••••• H••••••••• T••••••• left W•••• F•••• A••••••• for M••••• S•••••• (registered 2022-09-15)
Aug 25, 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: National broker-dealer RIAderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address