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 Bernhardt Wealth Management, Inc.

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
Solon George VlastoBernhardt Wealth Management, Inc. independent RIAModera Wealth Management, LLC independent RIARIA to RIANov 30, 2022Nov 17, 2022
Timothy Stephen KoehlBernhardt Wealth Management, Inc. independent RIAModera Wealth Management, LLC independent RIARIA to RIANov 30, 2022Nov 17, 2022
Jordan RubinBernhardt Wealth Management, Inc. independent RIAModera Wealth Management, LLC independent RIARIA to RIANov 30, 2022Nov 17, 2022
Alishia Arezou DuboisBernhardt Wealth Management, Inc. independent RIAModera Wealth Management, LLC independent RIARIA to RIANov 30, 2022Nov 17, 2022
Kent Duane DavisBernhardt Wealth Management, Inc. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 19, 2022Feb 15, 2022
Reed Robert HurtBernhardt Wealth Management, Inc. independent RIABrown Advisory independent RIARIA to RIAJun 25, 2018Jul 31, 2018 (36 d)
Trent Robert WhiteBernhardt Wealth Management, Inc. otherVanguard Advisers, Inc. otherOtherMar 16, 2016Jun 27, 2016 (103 d)
Kenneth Corbett RobinsonBernhardt Wealth Management, Inc. otherKcr Wealth Management, LLC state registeredOtherMar 3, 2014Mar 28, 2014
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8 moves match.