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.
Feed of 09/14/2026
Also filed as Jeffrey Sauer
At current firm
0 y
since Dec 5, 2025
In the industry
15 y
since Jan 1, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Dec 5, 2025 · Austin, Tx
- Inspire Investing, LLC asset managerOct 3, 2024 to Dec 12, 2025 · Point Venture, Tx
- Avantax Advisory Services formerAug 29, 2023 to Sep 26, 2024 · Dallas, Tx
- Thrivent Investment Management Inc. BD affiliatedSep 10, 2020 to Aug 30, 2023 · Cedar Park, Tx
Moves
a registration end followed by a registration begin elsewhere
- Inspire Investing, LLC to Edward Jonesleft Dec 12, 2025, registered Dec 5, 2025 (-7 days) · Other
- Avantax Advisory Services to Inspire Investing, LLCleft Sep 26, 2024, registered Oct 3, 2024 (7 days) · Other
- Thrivent Investment Management Inc. to Avantax Advisory Servicesleft Aug 30, 2023, registered Aug 29, 2023 (-1 days) · Affiliated broker-dealer or bank to another
Signals
- Brian Jeffrey Sauer left Inspire Investing, Llc for Edward Jones (registered 2025-12-05)Dec 12, 2025 · Advisor changed firm · fact
- Brian Jeffrey Sauer left Avantax Advisory Services for Inspire Investing, Llc (registered 2024-10-03)Sep 26, 2024 · Advisor changed firm · fact
- Brian Jeffrey Sauer left Thrivent Investment Management Inc. for Avantax Advisory Services (registered 2023-08-29)Aug 30, 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
- National broker-dealer RIAderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address