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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

RYAN MATTHEW FLURIE

Advisor at BEAM WEALTH ADVISORS, INC.

West Grove, PA | COVINGTON, LA

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Search this name across graphsid dfx:ria:e88cd5b7-c4ea-788f-53f1-86d6beca2ce7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 2, 2011 to Sep 14, 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: BEAM WEALTH ADVISORS, 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: Dec 29, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 29, 2010
First registration: Feb 2, 2011
Dual registered: yes, broker-dealer
Other names: RYAN MATTHEW FLURIE|RYAN FLURIE
IAPD individual key: 5839257

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
BEAM WEALTH ADVISORS, INC.	Independent wealth	Aug 6, 2026	n/a	yes	COVINGTON, LA\|West Grove, PA	Current employment
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Jan 19, 2024	Jul 17, 2026	no	WEST GROVE, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Aug 24, 2016	Jan 11, 2024	no	Malvern, PA	Previous registration
MALLARD FINANCIAL PARTNERS INC	Former SEC adviser	Aug 12, 2015	Aug 11, 2016	no	NEWARK, DE	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Oct 25, 2012	Apr 21, 2015	no	NEW CASTLE, DE	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Feb 2, 2011	Oct 29, 2012	no	NEW CASTLE, DE	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
SUMMIT FINANCIAL, LLC	BEAM WEALTH ADVISORS, INC.	Jul 17, 2026	Aug 6, 2026	20	Firm change	Ibd to RIA
VANGUARD ADVISERS, INC.	SUMMIT FINANCIAL, LLC	Jan 11, 2024	Jan 19, 2024	8	Firm change	Ibd to ibd
MALLARD FINANCIAL PARTNERS INC	VANGUARD ADVISERS, INC.	Aug 11, 2016	Aug 24, 2016	13	Firm change	Other
WFG ADVISORS, LP	MALLARD FINANCIAL PARTNERS INC	Apr 21, 2015	Aug 12, 2015	113	Firm change	Other
AVANTAX ADVISORY SERVICES	WFG ADVISORS, LP	Oct 29, 2012	Oct 25, 2012	-4	Firm change	Other

Relationships

Registered with (6)

→ BEAM WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Aug 6, 2026 to presentfactForm ADV
→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: previous registration
Jan 19, 2024 to Jul 17, 2026factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Aug 24, 2016 to Jan 11, 2024factForm ADV
→ MALLARD FINANCIAL PARTNERS INCRegistered adviserregistration: previous registration
Aug 12, 2015 to Aug 11, 2016factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Oct 25, 2012 to Apr 21, 2015factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 2, 2011 to Oct 29, 2012factForm ADV

Dated events

Occurred
Jul 17, 2026
Advisor changed firm
Ryan Matthew Flurie left Summit Financial, Llc for Beam Wealth Advisors, Inc. (registered 2026-08-06)
Form ADVobserved 6 days ago
Occurred
Jan 11, 2024
Advisor changed firm
Ryan Matthew Flurie left Vanguard Advisers, Inc. for Summit Financial, Llc (registered 2024-01-19)
Form ADVobserved 6 days ago