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 Berkshire Money 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nathan Robert Tomkiewicz | Berkshire Money Management, Inc. independent RIA | Tomkiewicz Wealth Management state registered | RIA to a state-registered adviser | Apr 17, 2025 | May 23, 2025 (36 d) |
| Jared Reinstein | Berkshire Money Management, Inc. independent RIA | Planvision, LLC no RAUM | Other | Apr 11, 2024 | May 8, 2024 |
| Ivory Jerome Johnson | Berkshire Money Management, Inc. other | Independent Financial Partners other | Other | May 8, 2014 | May 9, 2012 |
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3 moves match.