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
Flynn Thomas Mcdonnell
Feed of 09/15/2026
At current firm
7 y
since Feb 21, 2019
In the industry
27 y
since Feb 1, 1999 (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, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Beacon Pointe Advisors, LLC independent RIA currentsince Feb 21, 2019 · Waltham, Ma
- Beacon Pointe Wealth Advisors, LLC formerFeb 21, 2019 to Apr 27, 2020 · Waltham, Ma
- F-Squared Investments, Inc formerDec 4, 2009 to Aug 24, 2015
- Tfc Financial Management Inc independent RIAJan 18, 2008 to Nov 12, 2009 · Boston, Ma
- Strategic Advisers LLC national BDJan 5, 2000 to Apr 9, 2009 · Framingham, Ma
Moves
a registration end followed by a registration begin elsewhere
- Beacon Pointe Wealth Advisors, LLC to Beacon Pointe Advisors, LLCleft Apr 27, 2020, registered Feb 21, 2019 (-431 days) · corporate re-registration, not a move
- F-Squared Investments, Inc to Beacon Pointe Wealth Advisors, LLCleft Aug 24, 2015, registered Feb 21, 2019 (1277 days) · Other
- Tfc Financial Management Inc to F-Squared Investments, Incleft Nov 12, 2009, registered Dec 4, 2009 (22 days) · Other
- Strategic Advisers LLC to Tfc Financial Management Incleft Apr 9, 2009, registered Jan 18, 2008 (-447 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
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address