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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B••••• M•••• M••••••••

S•••••• N••••••• • C••••••• I•••••••••national BDHolland, Midual registrantIAPD 2777997

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as B••••• M•••• Beyer

At current firm

0 y

since Oct 15, 2025

In the industry

19 y

since Nov 1, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S•••••• N••••••• • C••••••• I••••••••• national BD current
since Oct 15, 2025 · Holland, Mi
L•• F•••••••• L•• BD affiliated
Mar 12, 2025 to Oct 17, 2025 · Holland, Mi
O•••• I••••••••• I••• BD affiliated
Nov 16, 2011 to Mar 11, 2025 · Grand Rapids, Mi

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to S•••••• N••••••• • C••••••• I•••••••••
left Oct 17, 2025, registered Oct 15, 2025 (-2 days) · Affiliated broker-dealer or bank to another
O•••• I••••••••• I••• to L•• F•••••••• L••
left Mar 11, 2025, registered Mar 12, 2025 (1 days) · Affiliated broker-dealer or bank to another · moved with a team

Signals

B••••• M•••• M•••••••• left L•• F•••••••• L•• for S•••••• N••••••• • C••••••• I••••••••• (registered 2025-10-15)
Oct 17, 2025 · Advisor changed firm · fact
B••••• M•••• M•••••••• left O•••• I••••••••• I••• for L•• F•••••••• L•• (registered 2025-03-12)
Mar 11, 2025 · 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: National broker-dealer RIAderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address