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

Biswojit Rebeiro

Wesbanco Securities, Inc.BD affiliatedBowie, Md dual registrantIAPD 7035758

Feed of 09/15/2026

Also filed as Biswojit Rebeiro

At current firm

1 y

since May 13, 2025

In the industry

10 y

since May 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wesbanco Securities, Inc. BD affiliated current
since May 13, 2025 · Rockville, Md
Northwest Financial Advisors LLC independent RIA
Feb 10, 2025 to Feb 25, 2025 · Herndon, Va
Edward Jones national BD
Jul 19, 2024 to Nov 14, 2024 · Bethesda, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 12, 2023 to Feb 22, 2024 · Silver Spring, Md
Wells Fargo Advisors wirehouse
Mar 26, 2019 to Jan 13, 2022 · Columbia, Md

Moves

a registration end followed by a registration begin elsewhere

Northwest Financial Advisors LLC to Wesbanco Securities, Inc.
left Feb 25, 2025, registered May 13, 2025 (77 days) · RIA to affiliated broker-dealer or bank
Edward Jones to Northwest Financial Advisors LLC
left Nov 14, 2024, registered Feb 10, 2025 (88 days) · Affiliated broker-dealer or bank to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Edward Jones
left Feb 22, 2024, registered Jul 19, 2024 (148 days) · Wirehouse to affiliated broker-dealer or bank
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jan 13, 2022, registered Jan 12, 2023 (364 days) · Wirehouse to wirehouse

Signals

Biswojit Rebeiro left Northwest Financial Advisors Llc for Wesbanco Securities, Inc. (registered 2025-05-13)
Feb 25, 2025 · Advisor changed firm · fact
Biswojit Rebeiro left Edward Jones for Northwest Financial Advisors Llc (registered 2025-02-10)
Nov 14, 2024 · Advisor changed firm · fact
Biswojit Rebeiro left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Edward Jones (registered 2024-07-19)
Feb 22, 2024 · Advisor changed firm · fact
Biswojit Rebeiro left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-01-12)
Jan 13, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address