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

ADAMSBROWN WEALTH CONSULTANTS LLC

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 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Jul 27, 2020

First registration

Dec 9, 2022

Dual registered

no

Other names

Quincey THOMAS Bernard|Quincey T Bernard

IAPD individual key

7248228

• Occurred

  Aug 20, 2024
  Advisor changed firm

  Quincey Thomas Bernard left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Adamsbrown Wealth Consultants Llc (registered 2024-08-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9ed05ee3-4d08-81d2-1796-79fb6f11a478

First observed

Dec 9, 2022

Last observed

Sep 15, 2026 5 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.