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

Arrivals at Cherry Bekaert 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
Jeffrey Scott PellerSignaturefd, LLC independent RIACherry Bekaert Wealth Management LLC independent RIARIA to RIAAug 12, 2020Jan 4, 2022 (510 d)
Nicholas Roger BertozziWealthcrossing independent RIACherry Bekaert Wealth Management LLC independent RIARIA to RIAOct 17, 2018Oct 24, 2018
Steven Andrew CooperWealthcare Capital Management LLC independent RIACherry Bekaert Wealth Management LLC independent RIARIA to RIAAug 27, 2018Sep 11, 2018
Christopher Geddy HillCapital One Advisors, LLC otherCherry Bekaert Wealth Management LLC independent RIAOtherFeb 26, 2018Mar 12, 2018
Peter William TomaschFocus Partners Wealth, LLC otherCherry Bekaert Wealth Management LLC otherOtherAug 25, 2015Sep 1, 2015
Nicholas Roger BertozziRoseline Capitol Advisors, LLC otherCherry Bekaert Wealth Management LLC otherOtherJan 15, 2013Feb 4, 2013
Jeffrey Allen GumpLevel Four Advisory Services otherCherry Bekaert Wealth Management LLC otherOtherSep 21, 2010Sep 23, 2010
Wesley Howell WatkinsChoreo, LLC otherCherry Bekaert Wealth Management LLC otherOtherDec 17, 2007Jan 16, 2008
Patrick James RiceSynovus Securities, Inc. otherCherry Bekaert Wealth Management LLC otherOtherJun 30, 2006Jun 8, 2007 (343 d)
Richard David CundeyCitigroup Global Markets Inc. otherCherry Bekaert Wealth Management LLC otherOtherApr 5, 2004May 26, 2004 (51 d)
David Bruce RichardsErnst & Young Investment Advisers Llp no RAUMCherry Bekaert Wealth Management LLC otherOtherFeb 10, 2004Mar 3, 2004
John Allen CindiaValmark Advisers, Inc. otherCherry Bekaert Wealth Management LLC otherOtherDec 17, 2002Aug 4, 2004 (596 d)
David Worth WinslowMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCherry Bekaert Wealth Management LLC otherOtherSep 30, 2002Sep 24, 2002
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13 moves match.