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
Keith G Bermeo
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
1 y
since Sep 23, 2024
In the industry
26 y
since Dec 30, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
- Gwn Securities Inc. BD affiliated currentsince Sep 23, 2024 · Palm Beach Gardens, Fl
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Oct 2, 2024 · Barnegat, Nj
- Msi Financial Services, Inc. formerNov 30, 2005 to Mar 25, 2017 · Wall Township, Nj
- Metlife Investment Fund Services LLC unclassifiedJul 12, 2002 to Dec 31, 2005 · Woodbridge, Nj
Moves
a registration end followed by a registration begin elsewhere
- MML Investors Services, LLC to Gwn Securities Inc.left Oct 2, 2024, registered Sep 23, 2024 (-9 days) · Affiliated broker-dealer or bank to another
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- Metlife Investment Fund Services LLC to Msi Financial Services, Inc.left Dec 31, 2005, registered Nov 30, 2005 (-31 days) · corporate re-registration, not a move
Signals
- Keith G Bermeo left Mml Investors Services, Llc for Gwn Securities Inc. (registered 2024-09-23)Oct 2, 2024 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address