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RIA / WealthAdvisor16 years in industry

Brandon Beck

Advisor at CONFLUENCE FINANCIAL PARTNERS

MCMURRAY, PA | Bonita Springs, FL

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Search this name across graphsid dfx:ria:ebfe1dbb-3fd1-5d1f-b3e7-e432795177e3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Oct 26, 2009 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: CONFLUENCE FINANCIAL PARTNERS
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 22, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 22, 2009
First registration: Oct 26, 2009
Dual registered: no
Other names: BRANDON K BECK|Brandon Kyle Beck
IAPD individual key: 5168802

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
CONFLUENCE FINANCIAL PARTNERS	Independent wealth	Dec 22, 2025	n/a	yes	Bonita Springs, FL\|MCMURRAY, PA	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 10, 2024	Nov 3, 2025	no	Naples, FL\|Naples, FL\|Basking Ridge, NJ\|Bayonne, NJ	Previous registration
Familywealth	Mixed wealth	Sep 26, 2022	Feb 16, 2024	no	Lake Mary, FL	Previous registration
BLACKSTON FINANCIAL ADVISORY GROUP, LLC	Independent wealth	Jun 12, 2019	Jul 29, 2022	no	THE VILLAGES, FL\|Winter Garden, FL\|Winter Garden, FL	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Feb 17, 2015	Apr 4, 2019	no	SHREVEPORT, LA\|WHEATON, IL	Previous registration
FIRST FINANCIAL SECURITIES OF AMERICA, INC.	n/a	Jan 10, 2014	Jan 2, 2015	no	COVINGTON, LA	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Jan 11, 2012	Apr 15, 2013	no	SHREVEPORT, LA\|SHREVEPORT, LA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 26, 2009	Dec 15, 2011	no	SHREVEPORT, LA\|SHREVEPORT, LA\|SHREVEPORT, LA\|SHREVEPORT, LA\|SHREVEPORT, LA\|SHREVEPORT, LA	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
AE WEALTH MANAGEMENT, LLC	CONFLUENCE FINANCIAL PARTNERS	Nov 3, 2025	Dec 22, 2025	49	Firm change	Ibd to RIA
Familywealth	AE WEALTH MANAGEMENT, LLC	Feb 16, 2024	Jan 10, 2024	-37	Firm change after gap	RIA to ibd
BLACKSTON FINANCIAL ADVISORY GROUP, LLC	Familywealth	Jul 29, 2022	Sep 26, 2022	59	Firm change	RIA to RIA
BROOKSTONE CAPITAL MANAGEMENT LLC	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	Apr 4, 2019	Jun 12, 2019	69	Firm change	RIA to RIA
FIRST FINANCIAL SECURITIES OF AMERICA, INC.	BROOKSTONE CAPITAL MANAGEMENT LLC	Jan 2, 2015	Feb 17, 2015	46	Firm change	Other
CETERA INVESTMENT SERVICES LLC	FIRST FINANCIAL SECURITIES OF AMERICA, INC.	Apr 15, 2013	Jan 10, 2014	270	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	CETERA INVESTMENT SERVICES LLC	Dec 15, 2011	Jan 11, 2012	27	Firm change	Other

Relationships

Registered with (8)

→ CONFLUENCE FINANCIAL PARTNERSRegistered adviserregistration: current employment
Dec 22, 2025 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 10, 2024 to Nov 3, 2025factForm ADV
→ FAMILYWEALTHRegistered adviserregistration: previous registration
Sep 26, 2022 to Feb 16, 2024factForm ADV
→ BLACKSTON FINANCIAL ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Jun 12, 2019 to Jul 29, 2022factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 17, 2015 to Apr 4, 2019factForm ADV
→ FIRST FINANCIAL SECURITIES OF AMERICA, INC.Registered adviserregistration: previous registration
Jan 10, 2014 to Jan 2, 2015factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Jan 11, 2012 to Apr 15, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 26, 2009 to Dec 15, 2011factForm ADV

Dated events

Occurred
Nov 3, 2025
Advisor changed firm
Brandon Beck left Ae Wealth Management, Llc for Confluence Financial Partners (registered 2025-12-22)
Form ADVobserved 6 days ago
Occurred
Feb 16, 2024
Advisor changed firm
Brandon Beck left Familywealth for Ae Wealth Management, Llc (registered 2024-01-10)
Form ADVobserved 6 days ago
Occurred
Jul 29, 2022
Advisor changed firm
Brandon Beck left Blackston Financial Advisory Group, Llc for Familywealth (registered 2022-09-26)
Form ADVobserved 6 days ago