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.
Feed of 09/14/2026
Also filed as Anthony John Bernardo
At current firm
9 y
since Sep 7, 2017
In the industry
45 y
since Mar 12, 1981 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wellfull independent RIA currentsince Sep 7, 2017 · Harleysville, Pa
- Platinum Wealth Partners formerAug 5, 2016 to Nov 13, 2017 · Skippack, Pa
- Morgan Stanley wirehouseJun 1, 2009 to Jun 30, 2016 · Blue Bell, Pa
- Morgan Stanley & Co. LLC unclassifiedJan 2, 2009 to Jun 1, 2009 · Blue Bell, Pa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 30, 1997 to Jan 6, 2009 · Blue Bell, Pa
Moves
a registration end followed by a registration begin elsewhere
- Platinum Wealth Partners to Wellfullleft Nov 13, 2017, registered Sep 7, 2017 (-67 days) · Other · moved with a team
- Morgan Stanley to Platinum Wealth Partnersleft Jun 30, 2016, registered Aug 5, 2016 (36 days) · Other · moved with a team
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley & Co. LLCleft Jan 6, 2009, registered Jan 2, 2009 (-4 days) · Other
Signals
No dated event on this person.
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
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address