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
Donald Lawrence Beasley
Feed of 09/14/2026
At current firm
11 y
since Aug 5, 2015
In the industry
32 y
since Feb 8, 1994 (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
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Trademark Capital Management Inc. independent RIA currentsince Aug 5, 2015 · Watkinsville, Ga
- Trademark Capital Management Inc formerApr 20, 2011 to Sep 8, 2015 · Watkinsville, Ga
- Athens Capital Group, LLC unclassifiedSep 19, 2007 to Apr 4, 2011 · Bogart, Ga
- Stadion Money Management, LLC independent RIAApr 11, 2003 to Sep 20, 2006 · Bogart, Ga
- Rivernorth Capital Management, LLC asset managerJan 26, 2001 to Dec 31, 2002 · Bogart, Ga
Moves
a registration end followed by a registration begin elsewhere
- Trademark Capital Management Inc to Trademark Capital Management Inc.left Sep 8, 2015, registered Aug 5, 2015 (-34 days) · channel change inside one enterprise, not a move · moved with a team
- Athens Capital Group, LLC to Trademark Capital Management Incleft Apr 4, 2011, registered Apr 20, 2011 (16 days) · Other
- Stadion Money Management, LLC to Athens Capital Group, LLCleft Sep 20, 2006, registered Sep 19, 2007 (364 days) · Other
- Rivernorth Capital Management, LLC to Stadion Money Management, LLCleft Dec 31, 2002, registered Apr 11, 2003 (101 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address