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•••••• T•••••

M•••••• C•••••• A•••••••• L••mixed wealthGrand Rapids, MiIA-onlyIAPD 7146147

Certified Financial Planner

Feed of 09/14/2026

Also filed as Bradley Jacob Thomas

At current firm

1 y

since Aug 26, 2025

In the industry

13 y

since Aug 1, 2013 (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

M•••••• C•••••• A•••••••• L•• mixed wealth current
since Aug 26, 2025 · Grand Rapids, Mi
J••• M••••• S••••••••• L•• wirehouse
Apr 18, 2023 to Jul 9, 2025 · Birmingham, Mi
C•••••• S••••• • C••• I••• national BD
Jun 24, 2021 to Apr 3, 2023 · Grand Rapids, Mi
T• A••••••••• I••••••••• M••••••••• L•• former
Sep 16, 2019 to Dec 31, 2020 · San Diego, Ca
T• A••••••••• I••• former
Sep 16, 2019 to Jan 11, 2021 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to M•••••• C•••••• A•••••••• L••
left Jul 9, 2025, registered Aug 26, 2025 (48 days) · Wirehouse to independent RIA
C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••
left Apr 3, 2023, registered Apr 18, 2023 (15 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Jan 11, 2021, registered Jun 24, 2021 (164 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Dec 31, 2020, registered Sep 16, 2019 (-472 days) · corporate re-registration, not a move

Signals

B•••••• T••••• left J••• M••••• S••••••••• L•• for M•••••• C•••••• A•••••••• L•• (registered 2025-08-26)
Jul 9, 2025 · Advisor changed firm · fact
B•••••• T••••• left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L•• (registered 2023-04-18)
Apr 3, 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: Wealth manager with institutional or fund businessderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address