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.
- Title
- Financial Advisorreporteddunhillfinancial.comfirm site, Sep 15, 2026
- Professional profile
- dunhillfinancial.com/team/cedric-bernierreporteddunhillfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Dunhill Financial independent RIA currentsince Apr 10, 2025 · Biarritz
- Beacon Global Advisor Network, LLC independent RIAMay 17, 2022 to Mar 26, 2025 · Villeneuve-Loubet
- Wells Fargo Advisors wirehouseJul 7, 2014 to May 6, 2022 · Saint Paul, Mn
- Beacon Global Advisor Network, LLC to Dunhill Financialleft Mar 26, 2025, registered Apr 10, 2025 (15 days) · RIA to RIA
- Wells Fargo Advisors to Beacon Global Advisor Network, LLCleft May 6, 2022, registered May 17, 2022 (11 days) · Wirehouse to independent RIA
- Cedric Bernier left Beacon Global Advisor Network, Llc for Dunhill Financial (registered 2025-04-10)Mar 26, 2025 · Advisor changed firm · fact
- Cedric Bernier left Wells Fargo Advisors for Beacon Global Advisor Network, Llc (registered 2022-05-17)May 6, 2022 · Advisor changed firm · fact
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.
- 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