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
Gerry S Weidema
Feed of 09/14/2026
Also filed as Gerry Weidema
At current firm
19 y
since Jul 27, 2007
In the industry
23 y
since Jul 11, 2003 (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
- LPL Financial LLC BD affiliated currentsince Jul 27, 2007 · Portsmouth, Nh
- Northeast Planning Associates, Inc. independent RIASep 23, 2004 to Apr 4, 2017 · Bedford, Nh
- Mutual Service Corporation unclassifiedNov 21, 2003 to Oct 12, 2004 · Bedford, Nh
- Veravest Investment Advisors, Inc. unclassifiedSep 11, 2003 to Nov 13, 2003 · Hampton, Nh
Moves
a registration end followed by a registration begin elsewhere
- Northeast Planning Associates, Inc. to LPL Financial LLCleft Apr 4, 2017, registered Jul 27, 2007 (-3539 days) · Other · moved with a team
- Mutual Service Corporation to Northeast Planning Associates, Inc.left Oct 12, 2004, registered Sep 23, 2004 (-19 days) · Other
- Veravest Investment Advisors, Inc. to Mutual Service Corporationleft Nov 13, 2003, registered Nov 21, 2003 (8 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address