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

Jeremy W Bierlein

Cetera Investment Advisers LLCBD affiliatedLeland, Ncdual registrantIAPD 7269156

Feed of 09/16/2026

Also filed as Jeremy Wayne Bierlein

At current firm

0 y

since Sep 15, 2026

In the industry

11 y

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

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Sep 15, 2026 · Leland, Nc
Td Private Client Wealth LLC BD affiliated
Mar 17, 2026 to Sep 10, 2026 · Wilmington, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 9, 2024 to Jan 23, 2026 · Wilmington, Nc
Edward Jones national BD
Jul 17, 2023 to Aug 6, 2024 · Leland, Nc
W&S Brokerage Services, Inc. BD affiliated
Apr 11, 2022 to Jun 27, 2022 · Wilmington, Nc

Moves

a registration end followed by a registration begin elsewhere

Td Private Client Wealth LLC to Cetera Investment Advisers LLC
left Sep 10, 2026, registered Sep 15, 2026 (5 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Td Private Client Wealth LLC
left Jan 23, 2026, registered Mar 17, 2026 (53 days) · Wirehouse to affiliated broker-dealer or bank
Edward Jones to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Aug 6, 2024, registered Sep 9, 2024 (34 days) · Affiliated broker-dealer or bank to wirehouse
W&S Brokerage Services, Inc. to Edward Jones
left Jun 27, 2022, registered Jul 17, 2023 (385 days) · Affiliated broker-dealer or bank to another

Signals

Jeremy W Bierlein registered as an investment adviser representative at Cetera Investment Advisers Llc
Sep 15, 2026 · Advisor registered · fact
Jeremy W Bierlein left TD Private Client Wealth LLC for Cetera Investment Advisers LLC (registered 2026-09-15)
Sep 10, 2026 · 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