DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BERMAN MCALEER
TIMONIUM, MD
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 |
|---|---|---|---|---|---|---|
| BERMAN MCALEER | Independent wealth | Nov 20, 2025 | n/a | yes | TIMONIUM, MD | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 19, 2016 | Apr 1, 2025 | no | TIMONIUM, MD | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | May 7, 2009 | Sep 22, 2016 | no | TIMONIUM, MD | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Mar 20, 2008 | Aug 1, 2008 | no | BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | BERMAN MCALEER | Apr 1, 2025 | Nov 20, 2025 | 233 | Firm change | Ibd to RIA |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 19, 2016 | -156 | Bulk transfer | Other |
| CREDIT SUISSE SECURITIES (USA) LLC | NFP ADVISOR SERVICES, LLC | Aug 1, 2008 | May 7, 2009 | 279 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283330:332906:MD:2025-03-27 | Apr 1, 2025 | Nov 20, 2025 | TIMONIUM, MD | Firm change |