DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
M••••••• M•••••••
Feed of 09/15/2026
Also filed as Peggy Beeckman
At current firm
13 y
since Feb 13, 2013
In the industry
26 y
since Dec 16, 1999 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Jul 10, 2026 · Saint Petersburg, Fl
- R•••••• J•••• • A••••••••• I••• national BD currentsince Feb 13, 2013 · St. Petersburg, Fl
- M••••• K••••• • C••••••• L•• formerJan 6, 2010 to Feb 13, 2013 · Memphis, Tn
- U•• F•••••••• S••••••• I••• wirehouseFeb 19, 2004 to Nov 25, 2009 · Jackson, Tn
Moves
a registration end followed by a registration begin elsewhere
- M••••• K••••• • C••••••• L•• to R•••••• J•••• • A••••••••• I•••left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
- U•• F•••••••• S••••••• I••• to M••••• K••••• • C••••••• L••left Nov 25, 2009, registered Jan 6, 2010 (42 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address