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

Steven Robert Cherry

Beacon Pointe Advisors, LLCindependent RIAIowa City, Ia IA-onlyIAPD 6297606

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Nov 24, 2025

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Beacon Pointe Advisors, LLC independent RIA current
since Nov 24, 2025 · Newport Beach, Ca
Hemington Wealth Management former
Mar 28, 2023 to Dec 18, 2025 · Chicago, Il
Jmc Wealth state registered
Apr 3, 2020 to Feb 17, 2023 · Chicago, Il
Sequoia Wealth Management, LLC independent RIA
Mar 27, 2020 to Feb 16, 2023 · Chicago, Il
Morgan Stanley wirehouse
Jul 12, 2018 to Mar 2, 2020 · Chicago, Il
Cambridge Investment Research Advisors, Inc. BD affiliated
Jan 30, 2018 to Jun 18, 2018 · Fairfield, Ia

Moves

a registration end followed by a registration begin elsewhere

Hemington Wealth Management to Beacon Pointe Advisors, LLC
left Dec 18, 2025, registered Nov 24, 2025 (-24 days) · RIA to RIA · moved with a team
Jmc Wealth to Hemington Wealth Management
left Feb 17, 2023, registered Mar 28, 2023 (39 days) · Other
Sequoia Wealth Management, LLC to Jmc Wealth
left Feb 16, 2023, registered Apr 3, 2020 (-1049 days) · RIA to a state-registered adviser
Morgan Stanley to Sequoia Wealth Management, LLC
left Mar 2, 2020, registered Mar 27, 2020 (25 days) · Wirehouse to independent RIA
Cambridge Investment Research Advisors, Inc. to Morgan Stanley
left Jun 18, 2018, registered Jul 12, 2018 (24 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Steven Robert Cherry left Hemington Wealth Management for Beacon Pointe Advisors, Llc (registered 2025-11-24)
Dec 18, 2025 · Advisor changed firm · fact
Steven Robert Cherry left Jmc Wealth for Hemington Wealth Management (registered 2023-03-28)
Feb 17, 2023 · Advisor changed firm · fact
Steven Robert Cherry left Sequoia Wealth Management, Llc for Jmc Wealth (registered 2020-04-03)
Feb 16, 2023 · 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address