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

Theodore David Beckman

Game Plan Financial Advisors, LLCindependent RIAWestlake, Oh, OhIA-onlyIAPD 2422737

Feed of 09/14/2026

Also filed as Theadore David Beckman

At current firm

3 y

since Mar 16, 2023

In the industry

32 y

since Feb 4, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Ted has spent his entire career in the investment business starting with McDonald and Company in Cleveland in 1994.reportedgameplanfa.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Game Plan Financial Advisors, LLC independent RIA current
since Mar 16, 2023 · Westlake, Oh, Oh
Game Plan Financial Advisors, LLC independent RIA
Feb 25, 2011 to Mar 13, 2023 · Westlake, Oh, Oh
Carnegie Capital Asset Management Company unclassified
Jul 24, 2006 to Mar 23, 2009 · Cleveland, Oh
Raymond James & Associates, Inc. national BD
Feb 4, 2004 to Jul 12, 2006 · Beachwood, Oh
Wells Fargo Advisors wirehouse
May 15, 2003 to Feb 3, 2004 · Leveland, Oh

Moves

a registration end followed by a registration begin elsewhere

Carnegie Capital Asset Management Company to Game Plan Financial Advisors, LLC
left Mar 23, 2009, registered Feb 25, 2011 (704 days) · Other
Raymond James & Associates, Inc. to Carnegie Capital Asset Management Company
left Jul 12, 2006, registered Jul 24, 2006 (12 days) · Other
Wells Fargo Advisors to Raymond James & Associates, Inc.
left Feb 3, 2004, registered Feb 4, 2004 (1 days) · Wirehouse to affiliated broker-dealer or bank

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