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 Von Berge Wealth Management Group, 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 |
|---|---|---|---|---|---|
| Erick Donald Von Berge | Von Berge Wealth Management Group, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Aug 5, 2025 | Jul 1, 2025 |
| Alexander Michael Urbanek | Von Berge Wealth Management Group, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Aug 5, 2025 | Jul 3, 2025 |
| Erick Scott Conway | Von Berge Wealth Management Group, LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | Sep 26, 2024 | Sep 24, 2024 |
Page 1 of 1
3 moves match.