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

Brian Eugene Leonard

Osaic Wealth, Inc.BD affiliatedScottsdale, Azdual registrantIAPD 7028319

Feed of 09/14/2026

Also filed as Brian Leonard

At current firm

1 y

since Feb 14, 2025

In the industry

16 y

since Nov 1, 2009 (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

Osaic Wealth, Inc. BD affiliated current
since Feb 14, 2025 · Scottsdale, Az
Encompass More Asset Management LLC independent RIA
Jan 2, 2024 to Jan 6, 2025 · Danville, Ca
Verus Capital Partners, LLC independent RIA
Sep 27, 2023 to Dec 18, 2023 · Scottsdale, Az
Thrivent Investment Management Inc. BD affiliated
May 24, 2023 to Jul 18, 2023 · Minneapolis, Mn
Schwab Wealth Advisory, Inc. no RAUM
Feb 23, 2023 to May 19, 2023 · Phoenix, Az
Charles Schwab & Co., Inc. national BD
Jun 10, 2021 to May 13, 2023 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Encompass More Asset Management LLC to Osaic Wealth, Inc.
left Jan 6, 2025, registered Feb 14, 2025 (39 days) · RIA to affiliated broker-dealer or bank
Verus Capital Partners, LLC to Encompass More Asset Management LLC
left Dec 18, 2023, registered Jan 2, 2024 (15 days) · RIA to RIA
Thrivent Investment Management Inc. to Verus Capital Partners, LLC
left Jul 18, 2023, registered Sep 27, 2023 (71 days) · Affiliated broker-dealer or bank to independent RIA
Schwab Wealth Advisory, Inc. to Thrivent Investment Management Inc.
left May 19, 2023, registered May 24, 2023 (5 days) · Other
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left May 13, 2023, registered Feb 23, 2023 (-79 days) · channel change inside one enterprise, not a move · moved with a team

Signals

Brian Eugene Leonard left Encompass More Asset Management Llc for Osaic Wealth, Inc. (registered 2025-02-14)
Jan 6, 2025 · Advisor changed firm · fact
Brian Eugene Leonard left Verus Capital Partners, Llc for Encompass More Asset Management Llc (registered 2024-01-02)
Dec 18, 2023 · Advisor changed firm · fact
Brian Eugene Leonard left Thrivent Investment Management Inc. for Verus Capital Partners, Llc (registered 2023-09-27)
Jul 18, 2023 · Advisor changed firm · fact
Brian Eugene Leonard left Schwab Wealth Advisory, Inc. for Thrivent Investment Management Inc. (registered 2023-05-24)
May 19, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address