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RIA Intelligence
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Registered advisor
C•••••• R•••• M••••••
Feed of 09/14/2026
Also filed as C•••••• R•••• Beeman
At current firm
9 y
since Nov 21, 2016
In the industry
26 y
since Aug 10, 2000 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- R••••• W••••• M••••••••• independent RIA currentsince Nov 21, 2016 · Reston, Va
- A••••••••• F•••••••• S•••••••• L•• national BDNov 28, 2000 to Aug 28, 2002 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to R••••• W••••• M•••••••••left Aug 28, 2002, registered Nov 21, 2016 (5199 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address