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 Berkshire Money 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 |
|---|---|---|---|---|---|
| Peter Jeffrey Gagne | Commonwealth Financial Network national BD | Berkshire Money Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2025 | Aug 6, 2025 (40 d) |
| Brendan Richard Bullett | Commonwealth Financial Network national BD | Berkshire Money Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 10, 2025 | Sep 23, 2025 (105 d) |
| Jared Reinstein | Citizens Securities, Inc. BD affiliated | Berkshire Money Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 26, 2021 | May 21, 2021 |
| John Arthur Bielski | Atlas Private Wealth Management, LLC independent RIA | Berkshire Money Management, Inc. independent RIA | RIA to RIA | Jul 13, 2018 | Jul 30, 2018 |
| Peter James Coughlin | Wells Fargo Advisors wirehouse | Berkshire Money Management, Inc. other | Other | Nov 23, 2016 | Dec 12, 2016 |
| Ivory Jerome Johnson | Scarborough Capital Management, Inc. other | Berkshire Money Management, Inc. other | Other | Apr 9, 2012 | Nov 27, 2007 |
Page 1 of 1
6 moves match.