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
Dean Dirk Weemhoff
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Nov 8, 2024
In the industry
31 y
since May 5, 1995 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Advisory Services, LLC BD affiliated currentsince Nov 8, 2024 · Mayfield Hts, Oh
- Arbor Point Advisors formerOct 26, 2022 to Nov 8, 2024 · Mayfield Hts, Oh
- Beacon Financial Advisory LLC independent RIASep 9, 2015 to Oct 27, 2022 · Cleveland, Oh
- Capital Analysts BD affiliatedJun 14, 2012 to Oct 24, 2022 · Cleveland, Oh
- Lincoln Investment independent RIAJun 1, 2012 to Oct 2, 2015 · Cleveland, Oh
- Cincinnati Analysts, Inc formerApr 26, 2010 to Jun 1, 2012 · Cleveland, Oh
- Sanders Morris LLC independent RIADec 5, 2006 to May 21, 2010 · Beachwood, Oh
- Osaic Fa, Inc. formerJan 1, 2000 to Dec 6, 2006 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Arbor Point Advisors to Osaic Advisory Services, LLCleft Nov 8, 2024, registered Nov 8, 2024 (0 days) · corporate re-registration, not a move
- Beacon Financial Advisory LLC to Arbor Point Advisorsleft Oct 27, 2022, registered Oct 26, 2022 (-1 days) · RIA to affiliated broker-dealer or bank
- Capital Analysts to Beacon Financial Advisory LLCleft Oct 24, 2022, registered Sep 9, 2015 (-2602 days) · Other
- Lincoln Investment to Capital Analystsleft Oct 2, 2015, registered Jun 14, 2012 (-1205 days) · Other
- Cincinnati Analysts, Inc to Lincoln Investmentleft Jun 1, 2012, registered Jun 1, 2012 (0 days) · corporate re-registration, not a move
- Sanders Morris LLC to Cincinnati Analysts, Incleft May 21, 2010, registered Apr 26, 2010 (-25 days) · Other
- Osaic Fa, Inc. to Sanders Morris LLCleft Dec 6, 2006, registered Dec 5, 2006 (-1 days) · Other
Signals
- Dean Dirk Weemhoff left Beacon Financial Advisory Llc for Arbor Point Advisors (registered 2022-10-26)Oct 27, 2022 · Advisor changed firm · fact
- Dean Dirk Weemhoff left Capital Analysts for Beacon Financial Advisory Llc (registered 2015-09-09)Oct 24, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address