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

Barry Jay Dekreek

Cetera Investment Advisers LLCBD affiliatedAtlanta, Ga dual registrantIAPD 4583534

Feed of 09/14/2026

Also filed as B.J. Dekreek

At current firm

1 y

since Sep 5, 2025

In the industry

23 y

since Jan 13, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Sep 5, 2025 · Atlanta, Ga
Avantax Advisory Services former
Jun 30, 2025 to Sep 5, 2025 · Atlanta, Ga
LPL Financial LLC BD affiliated
Mar 29, 2018 to Jul 3, 2025 · Alpharetta, Ga
Merit Financial Advisors BD affiliated
Dec 16, 2013 to Jan 29, 2018 · Alpharetta, Ga
Raymond James & Associates, Inc. national BD
Feb 13, 2013 to Dec 20, 2013 · Atlanta, Ga
Morgan Keegan & Company, LLC former
Aug 13, 2008 to Feb 13, 2013 · Atlanta, Ga
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Aug 13, 2008 · Sandy Springs, Ga
A. G. Edwards & Sons, Inc. unclassified
Jan 14, 2004 to Jan 1, 2008 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

Avantax Advisory Services to Cetera Investment Advisers LLC
left Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
LPL Financial LLC to Avantax Advisory Services
left Jul 3, 2025, registered Jun 30, 2025 (-3 days) · Affiliated broker-dealer or bank to another
Merit Financial Advisors to LPL Financial LLC
left Jan 29, 2018, registered Mar 29, 2018 (59 days) · RIA to RIA
Raymond James & Associates, Inc. to Merit Financial Advisors
left Dec 20, 2013, registered Dec 16, 2013 (-4 days) · Other
Morgan Keegan & Company, LLC to Raymond James & Associates, Inc.
left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
Wells Fargo Advisors to Morgan Keegan & Company, LLC
left Aug 13, 2008, registered Aug 13, 2008 (0 days) · Other
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Barry Jay Dekreek left Lpl Financial Llc for Avantax Advisory Services (registered 2025-06-30)
Jul 3, 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address