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 Bernicke Wealth Management
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 |
|---|---|---|---|---|---|
| Kristie Lynn Weber | Great Valley Advisor Group, LLC independent RIA | Bernicke Wealth Management independent RIA | RIA to RIA | Jan 5, 2026 | Nov 20, 2025 |
| Katherine Jade Aubart | Great Valley Advisor Group, LLC independent RIA | Bernicke Wealth Management independent RIA | RIA to RIA | Oct 9, 2025 | Nov 26, 2025 (48 d) |
| Tasha Strand | Great Valley Advisor Group, LLC independent RIA | Bernicke Wealth Management independent RIA | RIA to RIA | Oct 9, 2025 | Nov 20, 2025 (42 d) |
| Annasia Marie Ford-Mccollum | Great Valley Advisor Group, LLC independent RIA | Bernicke Wealth Management independent RIA | RIA to RIA | Oct 9, 2025 | Dec 1, 2025 (53 d) |
| Ty Alan Bernicke | Great Valley Advisor Group, LLC independent RIA | Bernicke Wealth Management no RAUM | RIA to a newly registered adviser | Apr 28, 2025 | Apr 28, 2025 |
| Steven Pearson Latham | Great Valley Advisor Group, LLC independent RIA | Bernicke Wealth Management no RAUM | RIA to a newly registered adviser | Apr 28, 2025 | Apr 28, 2025 |
| Daniel Vernon Estenson | Great Valley Advisor Group, LLC independent RIA | Bernicke Wealth Management no RAUM | RIA to a newly registered adviser | Apr 28, 2025 | Apr 28, 2025 |
| Lindsey Marie Hendrickson | Great Valley Advisor Group, LLC independent RIA | Bernicke Wealth Management no RAUM | RIA to a newly registered adviser | Apr 28, 2025 | Apr 28, 2025 |
| Tenner C Stoe | Great Valley Advisor Group, LLC independent RIA | Bernicke Wealth Management no RAUM | RIA to a newly registered adviser | Apr 28, 2025 | Apr 28, 2025 |
| Mitchell Antone Vandenmeerendonk | LPL Financial LLC independent RIA | Bernicke Wealth Management no RAUM | RIA to a newly registered adviser | Oct 10, 2022 | Apr 28, 2025 (931 d) |
Page 1 of 1
10 moves match.