DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Beverly Blanche Arias
Feed of 09/14/2026
Also filed as Beverly Blanche Arias
At current firm
8 y
since Feb 13, 2018
In the industry
41 y
since Jun 3, 1985 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Transamerica Retirement Advisors, LLC BD affiliated currentsince Feb 13, 2018 · Sarasota, Fl
- Pnc Wealth Management BD affiliatedDec 11, 2014 to Dec 6, 2017 · Ft. Myers, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 25, 2011 to Oct 29, 2014 · Sarasota, Fl
- Morgan Stanley wirehouseApr 30, 2010 to Sep 2, 2011 · Sarasota, Fl
- Wells Fargo Advisors wirehouseJun 19, 2006 to Oct 22, 2009 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Pnc Wealth Management to Transamerica Retirement Advisors, LLCleft Dec 6, 2017, registered Feb 13, 2018 (69 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Wealth Managementleft Oct 29, 2014, registered Dec 11, 2014 (43 days) · Other
- Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 2, 2011, registered Oct 25, 2011 (53 days) · Wirehouse to wirehouse
- Wells Fargo Advisors to Morgan Stanleyleft Oct 22, 2009, registered Apr 30, 2010 (190 days) · Wirehouse to wirehouse
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address