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
Dino Berri
Feed of 09/15/2026
Also filed as Dino Berri
At current firm
0 y
since Nov 25, 2025
In the industry
10 y
since Jul 1, 2016 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Foundations Investment Advisors LLC independent RIA currentsince Nov 25, 2025 · Phoenix, Az
- Corecap Advisors BD affiliatedOct 29, 2025 to Nov 4, 2025 · Southfield, Mi
- LPL Financial LLC BD affiliatedDec 22, 2022 to Nov 12, 2025 · Grand Rapids, Mi
- LPL Financial LLC BD affiliatedJun 17, 2022 to Dec 21, 2022 · Royal Oak, Mi
- Secure Asset Management, L.L.C. independent RIAJul 14, 2020 to Jul 23, 2021 · Troy, Mi
- Osaic Institutions, Inc. BD affiliatedFeb 20, 2020 to Mar 26, 2020 · Clinton Township, Mi
- Citizens Securities, Inc. BD affiliatedDec 10, 2018 to Feb 7, 2020 · Detroit, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 27, 2017 to Jul 5, 2017 · Macomb, Mi
- Securian Financial Services, Inc. formerNov 4, 2016 to Jan 27, 2017 · Southfield, Mi
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Corecap Advisorsleft Nov 12, 2025, registered Oct 29, 2025 (-14 days) · Affiliated broker-dealer or bank to another
- Corecap Advisors to Foundations Investment Advisors LLCleft Nov 4, 2025, registered Nov 25, 2025 (21 days) · Affiliated broker-dealer or bank to independent RIA
- Secure Asset Management, L.L.C. to LPL Financial LLCleft Jul 23, 2021, registered Jun 17, 2022 (329 days) · RIA to RIA
- Osaic Institutions, Inc. to Secure Asset Management, L.L.C.left Mar 26, 2020, registered Jul 14, 2020 (110 days) · Affiliated broker-dealer or bank to independent RIA
- Citizens Securities, Inc. to Osaic Institutions, Inc.left Feb 7, 2020, registered Feb 20, 2020 (13 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citizens Securities, Inc.left Jul 5, 2017, registered Dec 10, 2018 (523 days) · Wirehouse to affiliated broker-dealer or bank
- Securian Financial Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jan 27, 2017, registered Feb 27, 2017 (31 days) · Other
Signals
- Dino Berri left Lpl Financial Llc for Corecap Advisors (registered 2025-10-29)Nov 12, 2025 · Advisor changed firm · fact
- Dino Berri left Corecap Advisors for Foundations Investment Advisors Llc (registered 2025-11-25)Nov 4, 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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address