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

David Weikert

SeiaBD affiliatedSuite 200, Pa dual registrantIAPD 3249992

Certified Financial Planner

Feed of 09/15/2026

Also filed as David Andrew Weikert

At current firm

2 y

since Jun 18, 2024

In the industry

27 y

since Oct 1, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Seia BD affiliated current
since Jun 18, 2024 · Suite 200, Pa
Cedar Brook Group former
Apr 14, 2021 to Jul 1, 2024 · Bethelehem, Pa
Cadaret Grant & Co Inc former
Dec 17, 2020 to Jun 17, 2024 · Syracuse, Ny
Mercap Advisors, Inc. former
Aug 11, 2015 to Dec 18, 2020 · Paoli, Pa
Merion Wealth Partners, LLC former
Jan 10, 2012 to Jan 5, 2016 · Paoli, Pa
The Strategic Financial Alliance BD affiliated
Mar 30, 2009 to Jan 10, 2012 · Bethlehem, Pa
Market Street Financial Advisors, LLC unclassified
Feb 24, 2004 to Aug 4, 2010 · Bethlehem, Pa

Moves

a registration end followed by a registration begin elsewhere

Cedar Brook Group to Seia
left Jul 1, 2024, registered Jun 18, 2024 (-13 days) · RIA to affiliated broker-dealer or bank · moved with a team
Cadaret Grant & Co Inc to Cedar Brook Group
left Jun 17, 2024, registered Apr 14, 2021 (-1160 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Mercap Advisors, Inc. to Cadaret Grant & Co Inc
left Dec 18, 2020, registered Dec 17, 2020 (-1 days) · Other · moved with a team
Merion Wealth Partners, LLC to Mercap Advisors, Inc.
left Jan 5, 2016, registered Aug 11, 2015 (-147 days) · Other · moved with a team
The Strategic Financial Alliance to Merion Wealth Partners, LLC
left Jan 10, 2012, registered Jan 10, 2012 (0 days) · Other
Market Street Financial Advisors, LLC to The Strategic Financial Alliance
left Aug 4, 2010, registered Mar 30, 2009 (-492 days) · Other

Signals

David Weikert left Cedar Brook Group for Seia (registered 2024-06-18)
Jul 1, 2024 · Advisor changed firm · fact
David Weikert left Cadaret Grant & Co Inc for Cedar Brook Group (registered 2021-04-14)
Jun 17, 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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address