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

BKM WEALTH MANAGEMENT

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

Dec 22, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 22, 2003

First registration

Apr 2, 2007

Dual registered

no

Other names

CASEY J. BERRALL|CASEY BERRALL|CASEY John BERRALL

IAPD individual key

4725677

• Occurred

  Mar 6, 2023
  Advisor changed firm

  Casey John Berrall left Wells Fargo Advisors for Bkm Wealth Management (registered 2023-03-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c20ae703-8566-7f87-7c0c-eefea9038cb3

First observed

Apr 2, 2007

Last observed

Sep 14, 2026 6 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.