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 Bergankdv 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
Adam Donald HeathcoteBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIASep 25, 2023Jul 3, 2023
Angela Leitzke ThomasBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIASep 25, 2023Jul 3, 2023
Rebecca Erin OelrichBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIASep 25, 2023Aug 28, 2023
Samuel Murphy AndrewsBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIASep 25, 2023Jul 3, 2023
Bradley Paul ReilingBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIASep 25, 2023Jul 3, 2023
Joseph Patrick SullivanBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIASep 13, 2023Jan 1, 2026 (841 d)
Kristen Mansfield EcholsBergankdv Wealth Management, LLC mixed wealthWealthspire Retirement Advisory institutionalOtherJul 19, 2023Aug 30, 2023 (42 d)
Ian Michael O'BrienBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIAJul 17, 2023Jul 3, 2023
Derek Richard HoytBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIAJul 17, 2023Jul 20, 2023
Timothy Paul RonningBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIAJul 17, 2023Jul 3, 2023
Matthew Alexander CosgriffBergankdv Wealth Management, LLC mixed wealthCreative Planning Institutional Advisors, LLC institutionalOtherJul 17, 2023Aug 7, 2023
David John PeytonBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIAJul 17, 2023Jul 3, 2023
Thomas Gabriel LandrevilleBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIAJul 17, 2023Jul 3, 2023
Kenneth John ZarskeBergankdv Wealth Management, LLC mixed wealthCreative Planning independent RIARIA to RIAJul 17, 2023Jul 3, 2023
Samuel George RoumanBergankdv Wealth Management, LLC mixed wealthIht Wealth Management LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 3, 2023Jan 26, 2024 (207 d)
Todd Charles HenningsenBergankdv Wealth Management, LLC mixed wealthGilbert & Cook, Inc. independent RIARIA to RIAJun 22, 2023Jul 27, 2023 (35 d)
Theodore NahasBergankdv Wealth Management, LLC mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseJun 22, 2023Aug 24, 2023 (63 d)
Kyle Joseph NelsonBergankdv Wealth Management, LLC mixed wealthIntellicents Investment Solutions Inc otherOtherJun 22, 2023Jul 18, 2023
Thomas Russell PargettBergankdv Wealth Management, LLC mixed wealthCwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2023Jun 21, 2023
Anthony WelleBergankdv Wealth Management, LLC mixed wealthBluespring Wealth Management, LLC independent RIARIA to RIANov 22, 2022Jan 6, 2023 (45 d)
Bryan David StobbBergankdv Wealth Management, LLC mixed wealthDew Wealth Management independent RIARIA to RIAMay 24, 2022Jul 8, 2022 (45 d)
Nicholas A TilliBergankdv Wealth Management, LLC mixed wealthThe Mather Group, LLC independent RIARIA to RIAMay 7, 2019May 17, 2019
Jonathan Michael HemmeschBergankdv Wealth Management, LLC mixed wealthFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2018Apr 16, 2019 (195 d)
Camila Kundele PetersonBergankdv Wealth Management, LLC otherCarlson Capital Management, LLC independent RIAOtherJul 25, 2018Aug 21, 2018
William Dean HahesyBergankdv Wealth Management, LLC otherGrit Family Office, LLC state registeredOtherJan 5, 2018Dec 11, 2017
Jeremy GreenBergankdv Wealth Management, LLC otherLPL Financial LLC independent RIAOtherFeb 16, 2015Apr 27, 2018 (1166 d)
Suzanne Lundeen AbramsBergankdv Wealth Management, LLC otherUnited Advisors otherOtherMar 21, 2014Mar 25, 2014
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27 moves match.