DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

RICHARD SCOTT BEAM

Advisor at PACKERLAND BROKERAGE SERVICES, INC.

VERONA , NJ | GREEN BAY, WI

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:c0e05bdd-831c-056f-27e9-7eaeb3ff1269

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 29, 2006 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: PACKERLAND BROKERAGE SERVICES, INC.
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: Oct 11, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S66
First exam: Oct 11, 2001
First registration: Sep 29, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 4289975

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
PACKERLAND BROKERAGE SERVICES, INC.	Independent wealth	Oct 7, 2025	n/a	yes	VERONA , NJ\|GREEN BAY, WI	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	Dec 20, 2024	no	VERONA, NJ	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 10, 2019	Jan 19, 2024	no	VERONA, NJ\|VERONA, NJ\|SANFORD, FL	Previous registration
H. BECK, INC.	Former SEC adviser	Sep 29, 2006	Dec 13, 2019	no	VERONA, NJ\|VERONA, NJ	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
OSAIC WEALTH, INC.	PACKERLAND BROKERAGE SERVICES, INC.	Dec 20, 2024	Oct 7, 2025	291	Firm change	Ibd to RIA
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
H. BECK, INC.	WOODBURY FINANCIAL SERVICES, INC.	Dec 13, 2019	Dec 10, 2019	-3	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ PACKERLAND BROKERAGE SERVICES, INC.Registered adviserregistration: current employment
Oct 7, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 19, 2024 to Dec 20, 2024factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 10, 2019 to Jan 19, 2024factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Sep 29, 2006 to Dec 13, 2019factForm ADV

Dated events

Occurred
Dec 20, 2024
Advisor changed firm
Richard Scott Beam left Osaic Wealth, Inc. for Packerland Brokerage Services, Inc. (registered 2025-10-07)
Form ADVobserved 5 days ago