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

Joel Arthur Beyer

21:5 Advisors, LLCstate registeredPeoria, AzIA-onlyIAPD 2515319

Feed of 09/14/2026

At current firm

1 y

since Jan 22, 2025

In the industry

37 y

since Jul 1, 1989 (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

21:5 Advisors, LLC state registered current
since Jan 22, 2025 · Peoria, Az
Rfg Advisory, LLC independent RIA
Apr 18, 2022 to Feb 18, 2025 · Phoenix, Az
Heritage Wealth Management, LLC former
Sep 23, 2020 to Apr 20, 2022 · Phoenix, Az
215 Advisors, LLC unclassified
May 13, 2016 to Jan 7, 2021 · Phoenix, Az
Tres Wealth Management Group LLC unclassified
Aug 16, 2013 to Jul 18, 2016 · Chino, Ca
J. W. Cole Advisors, Inc. BD affiliated
May 10, 2013 to Aug 16, 2013 · Tampa, Fl
Financial Advisers Of America, LLC former
Feb 23, 2011 to May 10, 2013 · Ramona, Ca
Qa3 Financial LLC unclassified
Feb 14, 2007 to Feb 11, 2011 · Omaha, Ne
Voya Financial Advisors, Inc. BD affiliated
Dec 8, 2005 to Feb 22, 2007 · Ramona, Ca
Transamerica Financial Advisors, LLC BD affiliated
Dec 8, 2000 to Dec 7, 2005 · Ramona , Ca

Moves

a registration end followed by a registration begin elsewhere

Rfg Advisory, LLC to 21:5 Advisors, LLC
left Feb 18, 2025, registered Jan 22, 2025 (-27 days) · RIA to a state-registered adviser
Heritage Wealth Management, LLC to Rfg Advisory, LLC
left Apr 20, 2022, registered Apr 18, 2022 (-2 days) · RIA to RIA
215 Advisors, LLC to Heritage Wealth Management, LLC
left Jan 7, 2021, registered Sep 23, 2020 (-106 days) · Other
Tres Wealth Management Group LLC to 215 Advisors, LLC
left Jul 18, 2016, registered May 13, 2016 (-66 days) · Other
J. W. Cole Advisors, Inc. to Tres Wealth Management Group LLC
left Aug 16, 2013, registered Aug 16, 2013 (0 days) · Other
Financial Advisers Of America, LLC to J. W. Cole Advisors, Inc.
left May 10, 2013, registered May 10, 2013 (0 days) · corporate re-registration, not a move
Qa3 Financial LLC to Financial Advisers Of America, LLC
left Feb 11, 2011, registered Feb 23, 2011 (12 days) · Other
Voya Financial Advisors, Inc. to Qa3 Financial LLC
left Feb 22, 2007, registered Feb 14, 2007 (-8 days) · Other
Transamerica Financial Advisors, LLC to Voya Financial Advisors, Inc.
left Dec 7, 2005, registered Dec 8, 2005 (1 days) · Other

Signals

Joel Arthur Beyer left Rfg Advisory, Llc for 21:5 Advisors, Llc (registered 2025-01-22)
Feb 18, 2025 · Advisor changed firm · fact
Joel Arthur Beyer left Heritage Wealth Management, Llc for Rfg Advisory, Llc (registered 2022-04-18)
Apr 20, 2022 · 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: STATE REGISTEREDderived
Years in industry: 37derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address