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
Fred Hamsayeh
Certified Financial Planner
Feed of 09/15/2026
Also filed as Hamsayeh
At current firm
6 y
since Oct 29, 2019
In the industry
25 y
since May 12, 2001 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
3
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
- World Investment Advisors, LLC other currentsince Oct 29, 2019 · Las Vegas, Nv
- The Wealth Consulting Group independent RIADec 3, 2018 to Oct 31, 2019 · Las Vegas, Nv
- LPL Financial LLC BD affiliatedDec 4, 2014 to Oct 29, 2019 · San Diego, Ca
- Independent Financial Partners BD affiliatedMay 20, 2013 to Dec 6, 2018 · Riverside, Ca
- Aegis Financial Group unclassifiedNov 19, 2010 to Dec 31, 2013 · San Diego, Ca
- H. Beck, Inc. formerMay 17, 2010 to Nov 23, 2010 · Long Beach, Ca
- Berthel Fisher & Company Financial Services, Inc. BD affiliatedAug 26, 2003 to May 17, 2010 · Suite 108, Ca
- Continental Capital Investment Services, Inc. unclassifiedJan 16, 2002 to Mar 31, 2003 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- The Wealth Consulting Group to World Investment Advisors, LLCleft Oct 31, 2019, registered Oct 29, 2019 (-2 days) · RIA to affiliated broker-dealer or bank
- LPL Financial LLC to The Wealth Consulting Groupleft Oct 29, 2019, registered Dec 3, 2018 (-330 days) · Affiliated broker-dealer or bank to independent RIA
- Independent Financial Partners to LPL Financial LLCleft Dec 6, 2018, registered Dec 4, 2014 (-1463 days) · Other
- Aegis Financial Group to Independent Financial Partnersleft Dec 31, 2013, registered May 20, 2013 (-225 days) · Other
- H. Beck, Inc. to Aegis Financial Groupleft Nov 23, 2010, registered Nov 19, 2010 (-4 days) · Other
- Berthel Fisher & Company Financial Services, Inc. to H. Beck, Inc.left May 17, 2010, registered May 17, 2010 (0 days) · Other
- Continental Capital Investment Services, Inc. to Berthel Fisher & Company Financial Services, Inc.left Mar 31, 2003, registered Aug 26, 2003 (148 days) · Other
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
- Other adviserderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address