This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EXETER FINANCIAL, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 1974earliest registration or exam on IAPD

Years in industry

52derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Jul 26, 2017

First registration

Jul 27, 2017

Dual registered

yes, broker-dealer

Other names

GARY L BEVERIDGE

IAPD individual key

1165486

• Occurred

  May 2, 2024
  Advisor changed firm

  Gary Lee Beveridge left Vicus Capital, Inc. for Exeter Financial, Llc (registered 2024-05-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6ff49f8b-4983-685e-4a03-b3de1e11b1c2

First observed

Jul 27, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.