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 Barbee
Certified Financial Planner
Feed of 09/14/2026
Also filed as Brian Barbee
At current firm
0 y
since Sep 29, 2025
In the industry
11 y
since Mar 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Root Financial Partners independent RIA currentsince Sep 29, 2025 · Austin, Tx
- Edward Jones national BDApr 1, 2025 to Sep 30, 2025 · Travelers Rest, Sc
- Strategic Advisers LLC national BDMar 31, 2025 to Apr 4, 2025 · Boston, Ma
- Fidelity Personal And Workplace Advisors formerJun 11, 2021 to Mar 31, 2025 · Greenville, Sc
- Edward Jones national BDMay 6, 2019 to Apr 16, 2021 · Greenville, Sc
Moves
a registration end followed by a registration begin elsewhere
- Edward Jones to Root Financial Partnersleft Sep 30, 2025, registered Sep 29, 2025 (-1 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Edward Jonesleft Apr 4, 2025, registered Apr 1, 2025 (-3 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Edward Jones to Fidelity Personal And Workplace Advisorsleft Apr 16, 2021, registered Jun 11, 2021 (56 days) · Affiliated broker-dealer or bank to another
Signals
- Brian Barbee left Edward Jones for Root Financial Partners (registered 2025-09-29)Sep 30, 2025 · Advisor changed firm · fact
- Brian Barbee left Strategic Advisers Llc for Edward Jones (registered 2025-04-01)Apr 4, 2025 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address