DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Bernard Steven Kent
Personal Financial Specialist
Feed of 09/14/2026
Also filed as Bernie Kent
At current firm
1 y
since Jun 18, 2025
In the industry
18 y
since Sep 25, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Arax Advisory Partners BD affiliated currentsince Jun 18, 2025 · New York, Ny
- Schechter Investment Advisors, LLC formerJan 3, 2014 to Jul 11, 2025 · Birmingham, Mi
- Telemus Capital, LLC formerSep 13, 2013 to Jan 3, 2014 · Southfield, Mi
- Telemus Investment Management, LLC formerMar 28, 2013 to Sep 12, 2013 · Southfield, Mi
- Telemus Wealth Advisors, LLC formerSep 17, 2010 to Sep 12, 2013 · Southfield, Mi
Moves
a registration end followed by a registration begin elsewhere
- Schechter Investment Advisors, LLC to Arax Advisory Partnersleft Jul 11, 2025, registered Jun 18, 2025 (-23 days) · RIA to RIA · moved with a team
- Telemus Capital, LLC to Schechter Investment Advisors, LLCleft Jan 3, 2014, registered Jan 3, 2014 (0 days) · Other
- Telemus Investment Management, LLC to Telemus Capital, LLCleft Sep 12, 2013, registered Sep 13, 2013 (1 days) · Other
- Telemus Wealth Advisors, LLC to Telemus Investment Management, LLCleft Sep 12, 2013, registered Mar 28, 2013 (-168 days) · channel change inside one enterprise, not a move
Signals
- Bernard Steven Kent left Schechter Investment Advisors, Llc for Arax Advisory Partners (registered 2025-06-18)Jul 11, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address