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
Melissa J Gerckens
Certified Financial Planner
Feed of 09/15/2026
At current firm
7 y
since Apr 9, 2019
In the industry
13 y
since Oct 3, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- Beacon Pointe Advisors, LLC independent RIA currentsince Apr 9, 2019 · Summitt, Nj
- Beacon Pointe Wealth Advisors, LLC formerApr 9, 2019 to Apr 27, 2020 · Summit, Nj
- Heller Wealth Advisors, LLC. formerOct 14, 2016 to May 7, 2019 · Summit, Nj
- Regentatlantic formerMay 19, 2015 to Dec 2, 2015 · Morristown, Nj
- Equitable Advisors, LLC national BDOct 5, 2012 to Apr 11, 2014 · Westfield, Nj
Moves
a registration end followed by a registration begin elsewhere
- Beacon Pointe Wealth Advisors, LLC to Beacon Pointe Advisors, LLCleft Apr 27, 2020, registered Apr 9, 2019 (-384 days) · corporate re-registration, not a move
- Heller Wealth Advisors, LLC. to Beacon Pointe Wealth Advisors, LLCleft May 7, 2019, registered Apr 9, 2019 (-28 days) · RIA to RIA · moved with a team
- Regentatlantic to Heller Wealth Advisors, LLC.left Dec 2, 2015, registered Oct 14, 2016 (317 days) · Other
- Equitable Advisors, LLC to Regentatlanticleft Apr 11, 2014, registered May 19, 2015 (403 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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address