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 Berman Mcaleer
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 |
|---|---|---|---|---|---|
| David Lee Berman | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 20, 2025 | Feb 13, 2025 |
| John Joseph Mcaleer | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 20, 2025 | Feb 13, 2025 |
| Patrick Joseph Monaghan | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 20, 2025 | Feb 13, 2025 |
| Melanie Dee Hagan | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 20, 2025 | Feb 13, 2025 |
| Andrew T Cook | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 20, 2025 | Feb 13, 2025 |
| Susan Michele Mitcheltree | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 20, 2025 | Feb 13, 2025 |
| Brett T Holmes | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 20, 2025 | Feb 13, 2025 |
| Adam R Murray | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 20, 2025 | Feb 14, 2025 |
| Kimberly M. Silvestri | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Nov 20, 2025 (233 d) |
| Matthew James Hess | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 1, 2025 | Feb 13, 2025 |
| Genevieve M Crisera | Kestra Advisory Services, LLC BD affiliated | Berman Mcaleer no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 27, 2025 | Feb 13, 2025 |
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11 moves match.