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
Christopher Eron Beard
Certified Financial Planner
Feed of 09/14/2026
At current firm
6 y
since Jun 19, 2020
In the industry
31 y
since May 5, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
12
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Advisory Services, LLC BD affiliated currentsince Jun 19, 2020 · Atlanta, Ga
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 2, 2009 to Jun 25, 2020 · Greenville, Sc
- Raymond James Financial Services, Inc. unclassifiedAug 29, 2002 to Jan 2, 2009 · Greenville, Sc
- Wells Fargo Advisors wirehouseJun 21, 2002 to Aug 14, 2002 · Greenville, Sc
- Wachovia Securities, Inc. unclassifiedJan 11, 2002 to Jun 21, 2002 · Greenville, Sc
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Osaic Advisory Services, LLCleft Jun 25, 2020, registered Jun 19, 2020 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
- Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Incleft Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Raymond James Financial Services, Inc.left Aug 14, 2002, registered Aug 29, 2002 (15 days) · Other
- Wachovia Securities, Inc. to Wells Fargo Advisorsleft Jun 21, 2002, registered Jun 21, 2002 (0 days) · corporate re-registration, not a move
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
- 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