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
Wesley Wayne Bean
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
2 y
since Dec 21, 2023
In the industry
29 y
since Mar 14, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Kintra Wealth, LLC independent RIA currentsince Jan 6, 2026 · Marysville, Oh
- Kintra Investments, LLC asset manager currentsince Dec 21, 2023 · Marysville, Oh
- Commonwealth Financial Network national BDJun 14, 2016 to Dec 31, 2023 · Marysville, Oh
- Nationwide Securities, LLC no RAUMAug 1, 2008 to Mar 21, 2016 · Columbus, Oh
- 1717 Capital Management Company unclassifiedNov 8, 2005 to Aug 1, 2008 · Biling Springs, Pa
- Carroll Financial Associates Inc formerDec 17, 2001 to Aug 31, 2004 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Commonwealth Financial Network to Kintra Investments, LLCleft Dec 31, 2023, registered Dec 21, 2023 (-10 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Nationwide Securities, LLC to Commonwealth Financial Networkleft Mar 21, 2016, registered Jun 14, 2016 (85 days) · Other
- 1717 Capital Management Company to Nationwide Securities, LLCleft Aug 1, 2008, registered Aug 1, 2008 (0 days) · corporate re-registration, not a move
- Carroll Financial Associates Inc to 1717 Capital Management Companyleft Aug 31, 2004, registered Nov 8, 2005 (434 days) · Other
Signals
- Wesley Wayne Bean left Commonwealth Financial Network for Kintra Investments, Llc (registered 2023-12-21)Dec 31, 2023 · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address