DFX Intelligence

Data Factory

RIA / WealthAdvisor30 years in industry

BERNARD HAROLD ROSS

Advisor at KBR FINANCIAL SOLUTIONS

LONDONDERRY, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0af4cbb7-d98a-b621-5b77-8250cccc1123

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KBR FINANCIAL SOLUTIONS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 30, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 30, 1996
First registration: Apr 19, 2000
Dual registered: no
Other names: BERNIE ROSS|BERNARD H ROSS
IAPD individual key: 2780012

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KBR FINANCIAL SOLUTIONS	State registered	Jan 1, 2011	n/a	yes	LONDONDERRY, NH	Current employment
CS PLANNING CORP	Independent wealth	Dec 21, 2022	May 15, 2023	no	PORTLAND, OR\|Londonderry, NH	Previous registration
KBR FINANCIAL SOLUTIONS	State registered	May 23, 2003	Dec 31, 2010	no	BEDFORD, NH	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jan 2, 2001	Dec 31, 2002	no	BEDFORD, NH	Previous registration
Bcas	Independent wealth	Apr 19, 2000	Mar 25, 2003	no	BEDFORD, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CS PLANNING CORP	n/a	May 15, 2023	n/a	n/a	Departure no registered destination	Departure
Bcas	PARK AVENUE SECURITIES LLC	Mar 25, 2003	Jan 2, 2001	-812	Firm change after gap	Other
PARK AVENUE SECURITIES LLC	KBR FINANCIAL SOLUTIONS	Dec 31, 2002	May 23, 2003	143	Firm change	Other

Relationships

Registered with (4)

→ KBR FINANCIAL SOLUTIONSRegistered adviserregistration: previous registration
May 23, 2003 to Dec 31, 2010factForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Dec 21, 2022 to May 15, 2023factForm ADV
→ BCASRegistered adviserregistration: previous registration
Apr 19, 2000 to Mar 25, 2003factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jan 2, 2001 to Dec 31, 2002factForm ADV

Dated events

Occurred
May 15, 2023
Advisor departed, no destination yet
Bernard Harold Ross no longer registered at Cs Planning Corp; no later IA registration on IAPD
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0af4cbb7-d98a-b621-5b77-8250cccc1123
First observed: Apr 19, 2000
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BERNARD HAROLD ROSS

Advisor at KBR FINANCIAL SOLUTIONS

LONDONDERRY, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0af4cbb7-d98a-b621-5b77-8250cccc1123

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

KBR FINANCIAL SOLUTIONS

State registered

Jan 1, 2011

n/a

yes

LONDONDERRY, NH

Current employment

CS PLANNING CORP

Independent wealth

Dec 21, 2022

May 15, 2023

PORTLAND, OR|Londonderry, NH

Previous registration

KBR FINANCIAL SOLUTIONS

State registered

May 23, 2003

Dec 31, 2010

BEDFORD, NH

Previous registration

PARK AVENUE SECURITIES LLC

Bd affiliated wealth

Jan 2, 2001

Dec 31, 2002

BEDFORD, NH

Previous registration

Bcas

Independent wealth

Apr 19, 2000

Mar 25, 2003

BEDFORD, NH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CS PLANNING CORP

n/a

May 15, 2023

n/a

Departure no registered destination

Departure

Bcas

PARK AVENUE SECURITIES LLC

Mar 25, 2003

Jan 2, 2001

-812

Firm change after gap

Other

PARK AVENUE SECURITIES LLC

KBR FINANCIAL SOLUTIONS

Dec 31, 2002

May 23, 2003

143

Firm change

Other