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

Trevor John Czerniejewski

LPL Enterprise, LLCBD affiliatedFort Mill, Sc dual registrantIAPD 6611808

Feed of 09/15/2026

Also filed as Trevor Czerniejewski

At current firm

2 y

since Sep 13, 2024

In the industry

11 y

since Sep 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

LPL Enterprise, LLC BD affiliated current
since Sep 13, 2024 · Saint Louis, Mo
Brookstone Capital Management LLC independent RIA
Oct 12, 2023 to Sep 13, 2024 · St. Peters, Mo
Cadaret Grant & Co Inc former
Sep 8, 2022 to Jul 17, 2023 · Syracuse, Ny
Stifel, Nicolaus & Company, Incorporated national BD
Jun 17, 2022 to Sep 15, 2022 · St. Louis, Mo
Prosperity Capital Advisors independent RIA
Sep 27, 2021 to May 16, 2022 · St Louis, Mo
Edward Jones national BD
Mar 13, 2019 to Oct 5, 2021 · St Louis, Mo
Cliftonlarsonallen Wealth Advisors, LLC BD affiliated
Sep 6, 2018 to Jan 2, 2019 · St. Louis, Mo
Ameriprise Financial Services, LLC national BD
Jun 21, 2018 to Jul 26, 2018 · Valparaiso, In
Equitable Advisors, LLC national BD
Nov 21, 2017 to Jun 19, 2018 · Creve Coeur, Mo

Moves

a registration end followed by a registration begin elsewhere

Brookstone Capital Management LLC to LPL Enterprise, LLC
left Sep 13, 2024, registered Sep 13, 2024 (0 days) · RIA to a newly registered adviser
Cadaret Grant & Co Inc to Brookstone Capital Management LLC
left Jul 17, 2023, registered Oct 12, 2023 (87 days) · Affiliated broker-dealer or bank to independent RIA
Stifel, Nicolaus & Company, Incorporated to Cadaret Grant & Co Inc
left Sep 15, 2022, registered Sep 8, 2022 (-7 days) · Affiliated broker-dealer or bank to another
Prosperity Capital Advisors to Stifel, Nicolaus & Company, Incorporated
left May 16, 2022, registered Jun 17, 2022 (32 days) · RIA to affiliated broker-dealer or bank
Edward Jones to Prosperity Capital Advisors
left Oct 5, 2021, registered Sep 27, 2021 (-8 days) · Affiliated broker-dealer or bank to independent RIA
Cliftonlarsonallen Wealth Advisors, LLC to Edward Jones
left Jan 2, 2019, registered Mar 13, 2019 (70 days) · Affiliated broker-dealer or bank to another
Ameriprise Financial Services, LLC to Cliftonlarsonallen Wealth Advisors, LLC
left Jul 26, 2018, registered Sep 6, 2018 (42 days) · Affiliated broker-dealer or bank to another
Equitable Advisors, LLC to Ameriprise Financial Services, LLC
left Jun 19, 2018, registered Jun 21, 2018 (2 days) · Affiliated broker-dealer or bank to another

Signals

Trevor John Czerniejewski left Brookstone Capital Management Llc for Lpl Enterprise, Llc (registered 2024-09-13)
Sep 13, 2024 · Advisor changed firm · fact
Trevor John Czerniejewski left Cadaret Grant & Co Inc for Brookstone Capital Management Llc (registered 2023-10-12)
Jul 17, 2023 · Advisor changed firm · fact
Trevor John Czerniejewski left Stifel, Nicolaus & Company, Incorporated for Cadaret Grant & Co Inc (registered 2022-09-08)
Sep 15, 2022 · Advisor changed firm · fact
Trevor John Czerniejewski left Prosperity Capital Advisors for Stifel, Nicolaus & Company, Incorporated (registered 2022-06-17)
May 16, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address