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

Phillip Anthony Brunson

J.P. Morgan Securities LLCwirehouseMiami, Fl dual registrantIAPD 7349038

Feed of 09/15/2026

Also filed as Phillip Brunson

At current firm

0 y

since Aug 17, 2026

In the industry

9 y

since Oct 1, 2016 (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

J.P. Morgan Securities LLC wirehouse current
since Aug 17, 2026 · Jacksonville, Fl
Global Retirement Partners LLC institutional
Nov 28, 2023 to Dec 23, 2025 · San Rafael, Ca
MML Investors Services, LLC BD affiliated
Feb 16, 2023 to Nov 1, 2023 · Fort Lauderdale, Fl
Ameriprise Financial Services, LLC national BD
May 11, 2022 to Jan 11, 2023 · Plantation, Fl

Moves

a registration end followed by a registration begin elsewhere

Global Retirement Partners LLC to J.P. Morgan Securities LLC
left Dec 23, 2025, registered Aug 17, 2026 (237 days) · Other
MML Investors Services, LLC to Global Retirement Partners LLC
left Nov 1, 2023, registered Nov 28, 2023 (27 days) · Other · moved with a team
Ameriprise Financial Services, LLC to MML Investors Services, LLC
left Jan 11, 2023, registered Feb 16, 2023 (36 days) · Affiliated broker-dealer or bank to another

Signals

Phillip Anthony Brunson added a FL registration at J.P. Morgan Securities Llc
Sep 14, 2026 · New state registration · fact
Phillip Anthony Brunson added a TX registration at J.P. Morgan Securities Llc
Aug 17, 2026 · New state registration · fact
Phillip Anthony Brunson left Global Retirement Partners Llc for J.P. Morgan Securities Llc (registered 2026-08-17)
Dec 23, 2025 · Advisor changed firm · fact
Phillip Anthony Brunson left Mml Investors Services, Llc for Global Retirement Partners Llc (registered 2023-11-28)
Nov 1, 2023 · Advisor changed firm · fact
Phillip Anthony Brunson left Ameriprise Financial Services, Llc for Mml Investors Services, Llc (registered 2023-02-16)
Jan 11, 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: Wirehousederived
Years in industry: 9derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address