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

Kevin Joseph Brey

Wealthcare Advisory Partners LLCBD affiliatedCentral Valley, Pa IA-onlyIAPD 4239267

Feed of 09/15/2026

Also filed as Kevin Joseph Brey

At current firm

0 y

since Jun 11, 2026

In the industry

21 y

since Apr 22, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealthcare Advisory Partners LLC BD affiliated current
since Jun 11, 2026 · West Chester, Pa
Advice And Planning Services BD affiliated
Feb 11, 2019 to May 15, 2026 · Center Valley, Pa
Morgan Stanley wirehouse
Jul 28, 2017 to Jan 22, 2019 · Allentown, Pa
Beacon Trust former
Jun 17, 2013 to Jan 13, 2014 · Morristown, Nj
The Mde Group, Inc. former
Oct 18, 2012 to Jan 8, 2014 · Morristown, Nj
Blackrock Fund Advisors asset manager
Feb 12, 2008 to Jan 24, 2012 · Jersey City, Nj
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 3, 2006 to Nov 8, 2007 · West Palm Beach, Fl

Moves

a registration end followed by a registration begin elsewhere

Advice And Planning Services to Wealthcare Advisory Partners LLC
left May 15, 2026, registered Jun 11, 2026 (27 days) · Affiliated broker-dealer or bank to another
Morgan Stanley to Advice And Planning Services
left Jan 22, 2019, registered Feb 11, 2019 (20 days) · Wirehouse to affiliated broker-dealer or bank
Beacon Trust to Morgan Stanley
left Jan 13, 2014, registered Jul 28, 2017 (1292 days) · Other
The Mde Group, Inc. to Beacon Trust
left Jan 8, 2014, registered Jun 17, 2013 (-205 days) · Other
Blackrock Fund Advisors to The Mde Group, Inc.
left Jan 24, 2012, registered Oct 18, 2012 (268 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Blackrock Fund Advisors
left Nov 8, 2007, registered Feb 12, 2008 (96 days) · Other

Signals

Kevin Joseph Brey left Advice And Planning Services for Wealthcare Advisory Partners Llc (registered 2026-06-11)
May 15, 2026 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address