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
Cheryl Weldy Fainelli
Feed of 09/15/2026
Also filed as Cheryl Weldy Nourjian
At current firm
1 y
since May 28, 2025
In the industry
23 y
since Mar 1, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince May 28, 2025 · Fort Lauderdale, Fl
- Kovack Advisors, Inc. BD affiliatedApr 25, 2025 to May 20, 2025 · Ft. Lauderdale, Fl
- Osaic Wealth, Inc. BD affiliatedJan 8, 2024 to Apr 24, 2025 · Bradenton, Fl
- Ic Advisory Services, Inc. formerNov 1, 2022 to Dec 18, 2023 · Sarasota, Fl
Moves
a registration end followed by a registration begin elsewhere
- Kovack Advisors, Inc. to Osaic Wealth, Inc.left May 20, 2025, registered May 28, 2025 (8 days) · Affiliated broker-dealer or bank to another
- Osaic Wealth, Inc. to Kovack Advisors, Inc.left Apr 24, 2025, registered Apr 25, 2025 (1 days) · Affiliated broker-dealer or bank to another
- Ic Advisory Services, Inc. to Osaic Wealth, Inc.left Dec 18, 2023, registered Jan 8, 2024 (21 days) · Affiliated broker-dealer or bank to another
Signals
- Cheryl Weldy Fainelli left Kovack Advisors, Inc. for Osaic Wealth, Inc. (registered 2025-05-28)May 20, 2025 · Advisor changed firm · fact
- Cheryl Weldy Fainelli left Osaic Wealth, Inc. for Kovack Advisors, Inc. (registered 2025-04-25)Apr 24, 2025 · Advisor changed firm · fact
- Cheryl Weldy Fainelli left Ic Advisory Services, Inc. for Osaic Wealth, Inc. (registered 2024-01-08)Dec 18, 2023 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address