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.

Advisor moves

Departures from Cherry Bekaert Wealth Management LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Richard David CundeyCherry Bekaert Wealth Management LLC independent RIAChoreo, LLC independent RIARIA to RIAJan 25, 2023Feb 14, 2023
Wesley Howell WatkinsCherry Bekaert Wealth Management LLC independent RIAChoreo, LLC independent RIARIA to RIAJan 25, 2023Jan 30, 2023
Mark Timothy MaundCherry Bekaert Wealth Management LLC independent RIAChoreo, LLC independent RIARIA to RIAJan 25, 2023Apr 6, 2023 (71 d)
Jeffrey Allen GumpCherry Bekaert Wealth Management LLC independent RIAChoreo, LLC independent RIARIA to RIAJan 25, 2023Jan 27, 2023
Kevin Michael SheaCherry Bekaert Wealth Management LLC independent RIAChoreo, LLC independent RIARIA to RIAJan 25, 2023Jan 30, 2023
Nicholas Roger BertozziCherry Bekaert Wealth Management LLC independent RIAChoreo, LLC independent RIARIA to RIAJan 25, 2023Jan 27, 2023
Peter William TomaschCherry Bekaert Wealth Management LLC independent RIAChoreo, LLC independent RIARIA to RIAJan 25, 2023Jan 26, 2023
William Carlton ShepherdCherry Bekaert Wealth Management LLC independent RIAChoreo, LLC independent RIARIA to RIAJan 25, 2023Jan 26, 2023
Jeffrey Scott PellerCherry Bekaert Wealth Management LLC independent RIASavvy independent RIARIA to RIAAug 1, 2022Jan 22, 2025 (905 d)
Christopher Geddy HillCherry Bekaert Wealth Management LLC independent RIAHeritage Investors Management Corp independent RIARIA to RIAMar 23, 2022Mar 24, 2022
Steven Andrew CooperCherry Bekaert Wealth Management LLC independent RIAMillennium Advisory Services, Inc. independent RIARIA to RIAOct 18, 2018Nov 1, 2018
Nicholas Roger BertozziCherry Bekaert Wealth Management LLC independent RIAWealthcrossing independent RIARIA to RIASep 7, 2018Sep 12, 2018
Patrick James RiceCherry Bekaert Wealth Management LLC otherLPL Financial LLC otherOtherOct 15, 2010Nov 12, 2010
Marc Anthony VerdiCherry Bekaert Wealth Management LLC otherMorgan Stanley wirehouseOtherSep 28, 2009Aug 21, 2009
David Bruce RichardsCherry Bekaert Wealth Management LLC otherCambridge Investment Research Advisors, Inc. otherOtherDec 10, 2008Dec 18, 2008
David Worth WinslowCherry Bekaert Wealth Management LLC otherChoreo, LLC otherOtherNov 2, 2007Nov 12, 2007
John Allen CindiaCherry Bekaert Wealth Management LLC otherLPL Financial LLC otherOtherOct 19, 2006May 19, 2005
Richard John BrockCherry Bekaert Wealth Management LLC otherTriad Advisors, LLC otherOtherOct 30, 2003Nov 4, 2003
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18 moves match.