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

Oliver Earl Matison

Beacon Financial Groupindependent RIADallas, Txdual registrantIAPD 2785401

Certified Financial Planner

Feed of 09/14/2026

At current firm

4 y

since Nov 5, 2021

In the industry

30 y

since Sep 3, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Planner Associatereportedbeaconfg.comfirm site, Sep 15, 2026
Designations: CFPreportedbeaconfg.comas printed on the bio page, Sep 16, 2026
Professional profile: BEACONFG.COM/oliver-matisonreportedbeaconfg.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Beacon Financial Group independent RIA current
since Nov 5, 2021 · Dallas, Tx
Kestra Advisory Services, LLC BD affiliated
Apr 18, 2016 to Mar 26, 2025 · Dallas, Tx
Usaa Financial Planning Services former
Oct 19, 2011 to Oct 2, 2014 · Addison, Tx
Fidelity Personal Trust Company, Fsb unclassified
Aug 7, 2006 to Mar 28, 2007 · Westlake, Tx
Strategic Advisers LLC national BD
Feb 28, 2001 to Sep 30, 2011 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

Kestra Advisory Services, LLC to Beacon Financial Group
left Mar 26, 2025, registered Nov 5, 2021 (-1237 days) · Affiliated broker-dealer or bank to independent RIA
Usaa Financial Planning Services to Kestra Advisory Services, LLC
left Oct 2, 2014, registered Apr 18, 2016 (564 days) · Other
Strategic Advisers LLC to Fidelity Personal Trust Company, Fsb
left Sep 30, 2011, registered Aug 7, 2006 (-1880 days) · Other
Fidelity Personal Trust Company, Fsb to Usaa Financial Planning Services
left Mar 28, 2007, registered Oct 19, 2011 (1666 days) · Other

Signals

Oliver Earl Matison left Kestra Advisory Services, Llc for Beacon Financial Group (registered 2021-11-05)
Mar 26, 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: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address