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
Vincent Burke
Feed of 09/14/2026
Also filed as Vince Burke
At current firm
9 y
since Feb 2, 2017
In the industry
24 y
since Aug 19, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wedbush Securities Inc. BD affiliated currentsince Feb 2, 2017 · Pasadena, Ca
- Wells Fargo Advisors wirehouseJan 18, 2007 to Sep 21, 2016 · Boise, Id
- Citigroup Global Markets Inc. BD affiliatedSep 2, 2004 to Jan 25, 2007 · Boise, Id
- Morgan Stanley Dw Inc. unclassifiedOct 8, 2002 to Sep 8, 2004 · Boise, Id
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Wedbush Securities Inc.left Sep 21, 2016, registered Feb 2, 2017 (134 days) · Other
- Citigroup Global Markets Inc. to Wells Fargo Advisorsleft Jan 25, 2007, registered Jan 18, 2007 (-7 days) · Other
- Morgan Stanley Dw Inc. to Citigroup Global Markets Inc.left Sep 8, 2004, registered Sep 2, 2004 (-6 days) · Other
Signals
No dated event on this person.
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address