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RIA / WealthAdvisorCertified Financial Planner22 years in industry

Jeffrey Scott Alderfer

Advisor at BASTION FIDUCIARY

ISLAMORADA, FL | Chadds Ford, PA

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Search this name across graphsid dfx:ria:658a06f8-5067-efb3-6fea-3a13637b4711

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jun 16, 2005 to Sep 15, 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: BASTION FIDUCIARY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 16, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65
First exam: Aug 16, 2004
First registration: Jun 16, 2005
Dual registered: no
IAPD individual key: 4959504

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
BASTION FIDUCIARY	Independent wealth	Jan 14, 2025	n/a	yes	Chadds Ford, PA\|ISLAMORADA, FL	Current employment
ISLAMORADA INVESTMENT MANAGEMENT, LLP	n/a	May 8, 2023	Mar 31, 2025	no	Chadds Ford, PA\|ISLAMORADA, FL	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Apr 30, 2022	Nov 4, 2022	no	Camp Hill, PA	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	May 28, 2021	May 1, 2022	no	CAMP HILL, PA	Previous registration
CONVERGENT FINANCIAL STRATEGIES LLC	Former SEC adviser	Nov 16, 2011	Jul 21, 2020	no	PLYMOUTH MEETING, PA	Previous registration
ALDERFER FINANCIAL PLANNING LLC	n/a	Jun 16, 2005	Dec 31, 2011	no	WYOMISSING, PA	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
ISLAMORADA INVESTMENT MANAGEMENT, LLP	BASTION FIDUCIARY	Mar 31, 2025	Jan 14, 2025	-76	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	ISLAMORADA INVESTMENT MANAGEMENT, LLP	Nov 4, 2022	May 8, 2023	185	Firm change	Other
CONCOURSE FINANCIAL GROUP ADVISORS	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	May 1, 2022	Apr 30, 2022	-1	Firm change	Ibd to ibd
CONVERGENT FINANCIAL STRATEGIES LLC	CONCOURSE FINANCIAL GROUP ADVISORS	Jul 21, 2020	May 28, 2021	311	Firm change	RIA to ibd
ALDERFER FINANCIAL PLANNING LLC	CONVERGENT FINANCIAL STRATEGIES LLC	Dec 31, 2011	Nov 16, 2011	-45	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
15708:134139:PA:2022-05-01	May 1, 2022	Apr 30, 2022	CAMP HILL, PA	Firm change

Relationships

Registered with (6)

→ BASTION FIDUCIARYRegistered adviserregistration: current employment
Jan 14, 2025 to presentfactForm ADV
→ ISLAMORADA INVESTMENT MANAGEMENT, LLPRegistered adviserregistration: previous registration
May 8, 2023 to Mar 31, 2025factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Apr 30, 2022 to Nov 4, 2022factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
May 28, 2021 to May 1, 2022factForm ADV
→ CONVERGENT FINANCIAL STRATEGIES LLCRegistered adviserregistration: previous registration
Nov 16, 2011 to Jul 21, 2020factForm ADV
→ ALDERFER FINANCIAL PLANNING LLCRegistered adviserregistration: previous registration
Jun 16, 2005 to Dec 31, 2011factForm ADV

Dated events

Occurred
Mar 31, 2025
Advisor changed firm
Jeffrey Scott Alderfer left Islamorada Investment Management, Llp for Bastion Fiduciary (registered 2025-01-14)
Form ADVobserved 5 days ago
Occurred
Nov 4, 2022
Advisor changed firm
Jeffrey Scott Alderfer left Cambridge Investment Research Advisors, Inc. for Islamorada Investment Management, Llp (registered 2023-05-08)
Form ADVobserved 5 days ago
Occurred
May 1, 2022
Advisor changed firm
Jeffrey Scott Alderfer left Concourse Financial Group Advisors for Cambridge Investment Research Advisors, Inc. (registered 2022-04-30)
Form ADVobserved 5 days ago