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
Keith Leon Beverly
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
4 y
since Apr 18, 2022
In the industry
22 y
since Mar 9, 2004 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Re-Envision Wealth independent RIA currentsince Apr 18, 2022 · New York, Ny
- Momentum Advisors independent RIAFeb 5, 2019 to Mar 13, 2019 · New York, Ny
- Momentum Advisors independent RIAJan 19, 2017 to Dec 31, 2018 · New York, Ny
- Momentum Advisors independent RIAMar 2, 2016 to Dec 31, 2016 · New York, Ny
- Osaic Fa, Inc. formerJan 8, 2015 to Mar 3, 2016 · Silver Spring, Md
- New Paradigm Advisory Group unclassifiedJul 9, 2013 to Nov 10, 2014 · Durham, Nc
- New Paradigm Advisory Group unclassifiedMay 4, 2012 to Dec 31, 2012 · Durham, Nc
- New Paradigm Advisory Group unclassifiedJul 21, 2011 to Dec 31, 2011 · Durham, Nc
- Fai Wealth Management formerAug 8, 2005 to Nov 30, 2007 · Columbia, Md
Moves
a registration end followed by a registration begin elsewhere
- Momentum Advisors to Re-Envision Wealthleft Mar 13, 2019, registered Apr 18, 2022 (1132 days) · RIA to RIA
- Osaic Fa, Inc. to Momentum Advisorsleft Mar 3, 2016, registered Mar 2, 2016 (-1 days) · Other
- New Paradigm Advisory Group to Osaic Fa, Inc.left Nov 10, 2014, registered Jan 8, 2015 (59 days) · Other
- Fai Wealth Management to New Paradigm Advisory Groupleft Nov 30, 2007, registered Jul 21, 2011 (1329 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address