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
Greg Robert Beacom
Feed of 09/15/2026
At current firm
4 y
since Sep 13, 2022
In the industry
20 y
since Feb 1, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Citizens Securities, Inc. BD affiliated currentsince Sep 13, 2022 · Woburn, Ma
- Key Investment Services LLC BD affiliatedJan 6, 2021 to Sep 15, 2022 · Brooklyn, Oh
- Td Ameritrade, Inc. formerFeb 27, 2018 to Jan 11, 2021 · Canton, Oh
- Td Ameritrade Investment Management, LLC formerFeb 26, 2018 to Dec 31, 2020 · Omaha, Ne
- Scottrade Investment Management formerJan 31, 2017 to Feb 26, 2018 · Saint Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Key Investment Services LLC to Citizens Securities, Inc.left Sep 15, 2022, registered Sep 13, 2022 (-2 days) · Affiliated broker-dealer or bank to another
- Td Ameritrade, Inc. to Key Investment Services LLCleft Jan 11, 2021, registered Jan 6, 2021 (-5 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Dec 31, 2020, registered Feb 27, 2018 (-1038 days) · corporate re-registration, not a move
- Scottrade Investment Management to Td Ameritrade Investment Management, LLCleft Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
Signals
- Greg Robert Beacom left Key Investment Services Llc for Citizens Securities, Inc. (registered 2022-09-13)Sep 15, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address