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

BEACON FINANCIAL PLANNING, 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

Feb 1, 2011earliest 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

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jan 28, 2013

First registration

Jul 27, 2018

Dual registered

no

Other names

KATHERINE SHERMAN|KATHERINE MARIE DIMASCOLO|KATHERINE SHERMAN

IAPD individual key

5569104

• Occurred

  Apr 9, 2026
  Advisor changed firm

  Katherine Dimascolo left Osaic Institutions, Inc. for Beacon Financial Planning, Inc (registered 2026-07-27)

  Form ADVobserved 6 days ago
• Occurred

  Sep 19, 2023
  Advisor changed firm

  Katherine Dimascolo left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Osaic Institutions, Inc. (registered 2023-10-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ebff79e4-b2fe-0fad-3c98-24edc5e1bbbf

First observed

Jul 27, 2018

Last observed

Sep 14, 2026 7 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.