DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at KCR WEALTH MANAGEMENT, LLC
RESTON, VA
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 |
|---|---|---|---|---|---|---|
| KCR WEALTH MANAGEMENT, LLC | State registered | Mar 28, 2014 | n/a | yes | RESTON, VA | Current employment |
| BERNHARDT WEALTH MANAGEMENT, INC. | Former SEC adviser | Apr 19, 2012 | Mar 3, 2014 | no | MCLEAN, VA | Previous registration |
| THE MONITOR GROUP, INC. | Former SEC adviser | Jan 14, 2000 | May 30, 2012 | no | MCLEAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BERNHARDT WEALTH MANAGEMENT, INC. | KCR WEALTH MANAGEMENT, LLC | Mar 3, 2014 | Mar 28, 2014 | 25 | Firm change | Other |
| THE MONITOR GROUP, INC. | BERNHARDT WEALTH MANAGEMENT, INC. | May 30, 2012 | Apr 19, 2012 | -41 | Firm change after gap | Other |