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

HD MONEY, INC.

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

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

May 12, 2015

First registration

Dec 10, 2021

Dual registered

no

Other names

DAVID BERNS|DAVID JOHN BERNS

IAPD individual key

6398192

• Occurred

  Jul 3, 2024
  Advisor changed firm

  David John Berns left Bison Wealth, Llc for Hd Money, Inc. (registered 2024-07-27)

  Form ADVobserved 6 days ago
• Occurred

  Dec 4, 2023
  Advisor changed firm

  David John Berns left Truadvice Llc for Bison Wealth, Llc (registered 2023-12-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:84e022d4-8b76-be6b-7759-2f00108c4354

First observed

Dec 10, 2021

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.