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

Benjamin Mac Burgeson

Money Concepts Advisory ServiceBD affiliatedJacksonville, Tx dual registrantIAPD 1418895

Feed of 09/15/2026

Also filed as Ben Burgeson

At current firm

2 y

since Aug 2, 2024

In the industry

40 y

since Nov 8, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Money Concepts Advisory Service BD affiliated current
since Aug 2, 2024 · Jacksonville, Tx
Grove Point Advisors, LLC former
Apr 1, 2021 to Aug 5, 2024 · Rockville, Md
H. Beck, Inc. former
Nov 3, 2009 to Apr 1, 2021 · Houston, Tx
New England Securities Corporation former
Nov 28, 2006 to Oct 19, 2009 · Houston, Tx
Ameriprise Advisor Services, Inc. unclassified
Jun 30, 2003 to Nov 27, 2006 · Houston, Tx
Choreo, LLC independent RIA
Mar 5, 2003 to Jul 10, 2003 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Grove Point Advisors, LLC to Money Concepts Advisory Service
left Aug 5, 2024, registered Aug 2, 2024 (-3 days) · Affiliated broker-dealer or bank to another
H. Beck, Inc. to Grove Point Advisors, LLC
left Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
New England Securities Corporation to H. Beck, Inc.
left Oct 19, 2009, registered Nov 3, 2009 (15 days) · Other
Ameriprise Advisor Services, Inc. to New England Securities Corporation
left Nov 27, 2006, registered Nov 28, 2006 (1 days) · Other
Choreo, LLC to Ameriprise Advisor Services, Inc.
left Jul 10, 2003, registered Jun 30, 2003 (-10 days) · corporate re-registration, not a move

Signals

Benjamin Mac Burgeson left Grove Point Advisors, Llc for Money Concepts Advisory Service (registered 2024-08-02)
Aug 5, 2024 · Advisor changed firm · fact

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: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address