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 Berkeley, 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 |
|---|---|---|---|---|---|
| Danielle Beasley | LPL Financial LLC BD affiliated | Berkeley, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2025 | Dec 10, 2025 (243 d) |
| Jon Christopher Hendrickson | Td Ameritrade, Inc. no RAUM | Berkeley, Inc other | Other | Nov 10, 2004 | Dec 16, 2004 (36 d) |
| Paul Stephen White | Selway Asset Management, Inc. other | Berkeley, Inc other | Other | Dec 6, 2002 | Mar 3, 2003 (87 d) |
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3 moves match.