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Advisor at CERITY PARTNERS LLC
San Diego, CA | SAN DEIGO, CA | NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | Institutional manager | Jul 3, 2025 | n/a | yes | San Diego, CA|NEW YORK, NY | Current employment |
| CERITY PARTNERS LLC | Independent wealth | Jul 1, 2025 | n/a | yes | SAN DEIGO, CA|NEW YORK, NY | Current employment |
| VON BERGE WEALTH MANAGEMENT GROUP, LLC | Former SEC adviser | Apr 1, 2021 | Aug 5, 2025 | no | SAN DIEGO, CA | Previous registration |
| LAUREL WEALTH ADVISORS, INC. | Former SEC adviser | Jan 13, 2021 | May 4, 2021 | no | San Diego, CA|SOLANA BEACH, CA | Previous registration |
| LAUREL WEALTH ADVISORS, INC. | Former SEC adviser | May 29, 2018 | Dec 31, 2020 | no | San Diego, CA|SOLANA BEACH, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | May 9, 2018 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Jan 12, 2001 | Jul 1, 2003 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VON BERGE WEALTH MANAGEMENT GROUP, LLC | CERITY PARTNERS LLC | Aug 5, 2025 | Jul 1, 2025 | -35 | Firm change after gap | RIA to RIA |
| LAUREL WEALTH ADVISORS, INC. | VON BERGE WEALTH MANAGEMENT GROUP, LLC | May 4, 2021 | Apr 1, 2021 | -33 | Firm change after gap | RIA to new firm |
| WELLS FARGO ADVISORS | LAUREL WEALTH ADVISORS, INC. | May 9, 2018 | May 29, 2018 | 20 | Firm change | Wirehouse to RIA |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157139:313332:CA:2021-05-04 | May 4, 2021 | Apr 1, 2021 | SOLANA BEACH, CA | Firm change after gap |
| 19616:157139:CA:2018-05-09 | May 9, 2018 | May 29, 2018 | SAN DIEGO, CA | Firm change |