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 Bergankdv 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
Kristen Mansfield EcholsCreative Planning independent RIABergankdv Wealth Management, LLC mixed wealthRIA to RIAJul 19, 2023Jul 12, 2023
Samuel Murphy AndrewsSecured Retirement Advisors, LLC independent RIABergankdv Wealth Management, LLC mixed wealthRIA to RIAFeb 10, 2022Feb 24, 2022
Thomas Gabriel LandrevilleAmeriprise Financial Services, LLC national BDBergankdv Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 3, 2021Jun 15, 2021
Kyle Joseph NelsonIntellicents Investment Solutions Inc institutionalBergankdv Wealth Management, LLC independent RIAOtherDec 14, 2020Dec 22, 2020
Thomas Russell PargettCreative Planning independent RIABergankdv Wealth Management, LLC mixed wealthRIA to RIASep 9, 2019Sep 19, 2019
Bryan David StobbWells Fargo Advisors wirehouseBergankdv Wealth Management, LLC independent RIAWirehouse to independent RIAJul 16, 2019Aug 2, 2021 (748 d)
Todd Charles HenningsenHeartwood Investments, Inc. otherBergankdv Wealth Management, LLC otherOtherNov 28, 2017May 13, 2016
David John PeytonHeartwood Investments, Inc. otherBergankdv Wealth Management, LLC otherOtherNov 28, 2017May 13, 2016
Nicholas A TilliStrategic Advisers LLC national BDBergankdv Wealth Management, LLC otherOtherNov 2, 2016Nov 24, 2016
Theodore NahasWells Fargo Advisors wirehouseBergankdv Wealth Management, LLC otherOtherJun 1, 2016May 27, 2016
Jonathan Michael HemmeschCharles Schwab & Co., Inc. national BDBergankdv Wealth Management, LLC otherOtherFeb 11, 2016Jan 21, 2016
Matthew Alexander CosgriffAll Star Financial Inc otherBergankdv Wealth Management, LLC otherOtherSep 22, 2014Oct 21, 2014
Suzanne Lundeen AbramsSecurities America Advisors, Inc. otherBergankdv Wealth Management, LLC otherOtherApr 15, 2013Dec 9, 2013 (238 d)
Jeremy GreenWells Fargo Investments, LLC unclassifiedBergankdv Wealth Management, LLC otherOtherJan 6, 2006Sep 15, 2014 (3174 d)
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14 moves match.