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 Bernhardt Wealth 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 |
|---|---|---|---|---|---|
| Jordan Rubin | Evermay Wealth Management, LLC independent RIA | Bernhardt Wealth Management, Inc. independent RIA | RIA to RIA | Jan 28, 2022 | Feb 17, 2022 |
| Kent Duane Davis | Advocacy Wealth Management, LLC independent RIA | Bernhardt Wealth Management, Inc. independent RIA | RIA to RIA | Oct 8, 2018 | Oct 24, 2018 |
| Solon George Vlasto | Pinnacle Advisory Group, Inc. other | Bernhardt Wealth Management, Inc. other | Other | Sep 22, 2014 | Sep 19, 2014 |
| Kenneth Corbett Robinson | The Monitor Group, Inc. other | Bernhardt Wealth Management, Inc. other | Other | May 30, 2012 | Apr 19, 2012 |
| Timothy Stephen Koehl | Charles Schwab & Co., Inc. national BD | Bernhardt Wealth Management, Inc. other | Other | Feb 26, 2010 | Mar 12, 2010 |
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5 moves match.