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

Brandon Levine

Continuum Advisory, LLCindependent RIANew York, Ny IA-onlyIAPD 7266184

Certified Financial Planner

Feed of 09/15/2026

Also filed as Brandon T Levine

At current firm

2 y

since Jun 17, 2024

In the industry

15 y

since Jun 1, 2011 (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

Continuum Advisory, LLC independent RIA current
since Jun 17, 2024 · New York, Ny
Trivium Point Advisory, LLC independent RIA
Dec 15, 2023 to May 14, 2024 · White Plains, Ny
LPL Financial LLC BD affiliated
Jun 14, 2023 to May 29, 2024 · White Plains, Ny
Continuum Advisory, LLC independent RIA
Jan 3, 2022 to Jun 26, 2023 · Eagle, Id

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Trivium Point Advisory, LLC
left May 29, 2024, registered Dec 15, 2023 (-166 days) · Affiliated broker-dealer or bank to independent RIA
Trivium Point Advisory, LLC to Continuum Advisory, LLC
left May 14, 2024, registered Jun 17, 2024 (34 days) · RIA to RIA
Continuum Advisory, LLC to LPL Financial LLC
left Jun 26, 2023, registered Jun 14, 2023 (-12 days) · RIA to affiliated broker-dealer or bank

Signals

Brandon Levine left Lpl Financial Llc for Trivium Point Advisory, Llc (registered 2023-12-15)
May 29, 2024 · Advisor changed firm · fact
Brandon Levine left Trivium Point Advisory, Llc for Continuum Advisory, Llc (registered 2024-06-17)
May 14, 2024 · Advisor changed firm · fact
Brandon Levine left Continuum Advisory, Llc for Lpl Financial Llc (registered 2023-06-14)
Jun 26, 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: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address