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.

Current firm

ADVICE AND PLANNING SERVICES

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jun 2, 2021

First registration

Aug 17, 2021

Dual registered

yes, broker-dealer

Other names

BRIAN BERLIN|BRIAN KYLE BERLIN

IAPD individual key

6336309

• Occurred

  Jun 1, 2026
  Advisor changed firm

  Brian Kyle Berlin left Td Private Client Wealth Llc for Advice And Planning Services (registered 2026-06-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:54934f93-bfc5-12ea-ad2b-7b65e9b49e3d

First observed

Aug 17, 2021

Last observed

Sep 15, 2026 4 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.