DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Beth A Boylan

Advisor at MORGAN STANLEY

Indianapolis, IN | Chicago, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8ab01ff7-9edf-0cf9-0705-c0db845b3b34

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2007 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 17, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S66|S63
First exam: Jul 17, 2007
First registration: Jul 20, 2007
Dual registered: yes, broker-dealer
Other names: BETH ALLISON KEISLING|BETH A HARSHMAN|Beth Allison Boylan
IAPD individual key: 5130811

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Jun 3, 2021	n/a	yes	Indianapolis, IN\|Chicago, IL	Current employment
AVALON WEALTH ADVISORY, INC.	State registered	Aug 29, 2019	Jan 7, 2021	no	INDIANAPOLIS, IN	Previous registration
FORVIS MAZARS WEALTH ADVISORS, LLC	Independent wealth	May 19, 2016	Jun 10, 2019	no	Indianapolis, IN\|SPRINGFIELD, MO	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Oct 3, 2013	Apr 22, 2016	no	INDIANAPOLIS, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 20, 2007	Oct 3, 2013	no	FISHERS (INDIANAPOLIS), IN\|INDIANAPOLIS, IN\|FISHERS (INDIANAPOLIS), IN\|Indianapolis, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVALON WEALTH ADVISORY, INC.	MORGAN STANLEY	Jan 7, 2021	Jun 3, 2021	147	Firm change	Other
FORVIS MAZARS WEALTH ADVISORS, LLC	AVALON WEALTH ADVISORY, INC.	Jun 10, 2019	Aug 29, 2019	80	Firm change	RIA to state RIA
SCHWAB WEALTH ADVISORY, INC.	FORVIS MAZARS WEALTH ADVISORS, LLC	Apr 22, 2016	May 19, 2016	27	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Oct 3, 2013	Oct 3, 2013	0	Channel change	Other

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jun 3, 2021 to presentfactForm ADV
→ AVALON WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Aug 29, 2019 to Jan 7, 2021factForm ADV
→ FORVIS MAZARS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 19, 2016 to Jun 10, 2019factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Oct 3, 2013 to Apr 22, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 20, 2007 to Oct 3, 2013factForm ADV

Dated events

No dated event names this entity yet.