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 Kerberrose 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
Justin Taylor DamonNorthland Asset Management independent RIAKerberrose Wealth Management, LLC independent RIARIA to RIAAug 27, 2026Aug 27, 2026
Karley Marie WardlowEdward Jones national BDKerberrose Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 17, 2026Jun 18, 2026
Shawn Patrick BresnahanEmpower Advisory Group, LLC BD affiliatedKerberrose Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2025Nov 20, 2025
Konrad ZagzebskiLPL Financial LLC BD affiliatedKerberrose Wealth Management, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJan 31, 2024Jan 19, 2024
Alexander Michael SteckerAmeriprise Financial Services, LLC national BDKerberrose Wealth Management, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAOct 5, 2023Oct 4, 2023
Connor RosinThrivent Investment Management Inc. BD affiliatedKerberrose Wealth Management, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJan 18, 2023Jan 1, 2025 (714 d)
Julie Ann LefevreWells Fargo Advisors wirehouseKerberrose Wealth Management, LLC mixed wealthWirehouse to independent RIAAug 23, 2021Aug 23, 2021
Scott Stuart CiulloLPL Financial LLC BD affiliatedKerberrose Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2020Dec 1, 2020
Brett P SpeckerLPL Financial LLC BD affiliatedKerberrose Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2020Nov 19, 2020
Patrick Nolan ThielEhlers institutionalKerberrose Wealth Management, LLC independent RIAOtherNov 13, 2020Jan 22, 2021 (70 d)
Michael Pruett RudolfLPL Financial LLC BD affiliatedKerberrose Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2020Nov 25, 2025 (2127 d)
Jennifer Lynn GrantMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKerberrose Wealth Management, LLC independent RIAWirehouse to independent RIAJan 27, 2020Feb 6, 2020
Scott R ScheweEmpower Advisory Group, LLC institutionalKerberrose Wealth Management, LLC independent RIAOtherMar 12, 2019Jan 1, 2026 (2487 d)
Daniel J WotrubaSchenck Investment Solutions LLC independent RIAKerberrose Wealth Management, LLC independent RIARIA to RIAJan 8, 2019Nov 24, 2025 (2512 d)
Mark KanyantaBmo Harris Financial Advisors, Inc BD affiliatedKerberrose Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 2, 2019Jan 3, 2019
Anthony J PowersCambridge Investment Research Advisors, Inc. otherKerberrose Wealth Management, LLC independent RIAOtherFeb 12, 2016Jan 29, 2016
Jesse Lincoln NelsonSchenck Investment Solutions LLC otherKerberrose Wealth Management, LLC independent RIAOtherJun 5, 2015Nov 9, 2016 (523 d)
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17 moves match.