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 Kerberrose 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Konrad Zagzebski | Kerberrose Wealth Management, LLC independent RIA | Shellcrest Financial LLC state registered | RIA to a state-registered adviser | Jan 12, 2026 | Jan 22, 2026 |
| Brianne Nicole Burnett | Kerberrose Wealth Management, LLC mixed wealth | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2024 | Jan 30, 2025 (268 d) |
| Patrick Nolan Thiel | Kerberrose Wealth Management, LLC mixed wealth | Curi Capital, LLC independent RIA | RIA to RIA | Aug 11, 2021 | Sep 2, 2021 |
| Brett P Specker | Kerberrose Wealth Management, LLC mixed wealth | Morgan Stanley wirehouse | RIA to wirehouse | Jun 28, 2021 | Jan 17, 2022 (203 d) |
| Jennifer Lynn Grant | Kerberrose Wealth Management, LLC independent RIA | Esi Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2020 | Aug 24, 2020 |
| Mark Kanyanta | Kerberrose Wealth Management, LLC independent RIA | Securities America Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 22, 2019 | Aug 12, 2019 (112 d) |
| Jesse Lincoln Nelson | Kerberrose Wealth Management, LLC independent RIA | Copper Harbor Investment Advisors, LLC independent RIA | RIA to RIA | Dec 20, 2018 | Jan 16, 2019 |
| Ramon Garrido Mateos | Kerberrose Wealth Management, LLC independent RIA | Copper Harbor Investment Advisors, LLC independent RIA | RIA to RIA | Dec 20, 2018 | Jan 16, 2019 |
Page 1 of 1
8 moves match.