RIA Intelligence

• Cetera Investment Advisers LLC BD affiliated current
  since Aug 19, 2026 · Oceanside, Ca
• LPL Financial LLC BD affiliated
  May 27, 2026 to Aug 26, 2026 · Oceanside, Ca
• Seaside Wealth Management, Inc. independent RIA
  Apr 22, 2025 to Jan 28, 2026 · Carlsbad, Ca
• Principal Securities, Inc. BD affiliated
  Apr 27, 2021 to May 14, 2024 · Des Moines, Ia
• Cetera Investment Advisers LLC BD affiliated
  Nov 12, 2020 to Apr 8, 2021 · San Diego, Ca
• Cetera Advisors LLC former
  Aug 2, 2019 to Apr 8, 2021 · San Diego, Ca
• First Allied Advisory Services, Inc. former
  Jul 2, 2012 to Nov 12, 2020 · Chesterfield, Mo
• First Allied Asset Management, Inc. former
  May 9, 2008 to Sep 25, 2009 · San Diego, Ca
• Greenbook Investment Management, Inc. unclassified
  May 9, 2008 to Sep 25, 2009 · San Diego, Ca
• First Allied Securities, Inc. former
  Jun 25, 2007 to Jul 2, 2012 · Mundelein, Il
• Madison Avenue Advisors, Inc. unclassified
  Aug 31, 2006 to Jun 12, 2007 · San Diego, Ca
• Integrity Brokerage, LLC unclassified
  Jan 11, 2005 to Aug 23, 2006 · Los Angeles, Ca

• LPL Financial LLC to Cetera Investment Advisers LLC
  left Aug 26, 2026, registered Aug 19, 2026 (-7 days) · Affiliated broker-dealer or bank to another
• Seaside Wealth Management, Inc. to LPL Financial LLC
  left Jan 28, 2026, registered May 27, 2026 (119 days) · RIA to affiliated broker-dealer or bank
• Principal Securities, Inc. to Seaside Wealth Management, Inc.
  left May 14, 2024, registered Apr 22, 2025 (343 days) · Affiliated broker-dealer or bank to independent RIA
• Cetera Investment Advisers LLC to Principal Securities, Inc.
  left Apr 8, 2021, registered Apr 27, 2021 (19 days) · Affiliated broker-dealer or bank to another
• Cetera Advisors LLC to Cetera Investment Advisers LLC
  left Apr 8, 2021, registered Nov 12, 2020 (-147 days) · Affiliated broker-dealer or bank to another
• First Allied Advisory Services, Inc. to Cetera Advisors LLC
  left Nov 12, 2020, registered Aug 2, 2019 (-468 days) · channel change inside one enterprise, not a move
• First Allied Securities, Inc. to Greenbook Investment Management, Inc.
  left Jul 2, 2012, registered May 9, 2008 (-1515 days) · Other
• Greenbook Investment Management, Inc. to First Allied Asset Management, Inc.
  left Sep 25, 2009, registered May 9, 2008 (-504 days) · Other
• First Allied Asset Management, Inc. to First Allied Advisory Services, Inc.
  left Sep 25, 2009, registered Jul 2, 2012 (1011 days) · Other
• Madison Avenue Advisors, Inc. to First Allied Securities, Inc.
  left Jun 12, 2007, registered Jun 25, 2007 (13 days) · Other
• Integrity Brokerage, LLC to Madison Avenue Advisors, Inc.
  left Aug 23, 2006, registered Aug 31, 2006 (8 days) · Other

• Jesus Manuel Beltran left Lpl Financial Llc for Cetera Investment Advisers Llc (registered 2026-08-19)
  Aug 26, 2026 · Advisor changed firm · fact
• Jesus Manuel Beltran left Seaside Wealth Management, Inc. for Lpl Financial Llc (registered 2026-05-27)
  Jan 28, 2026 · Advisor changed firm · fact
• Jesus Manuel Beltran left Principal Securities, Inc. for Seaside Wealth Management, Inc. (registered 2025-04-22)
  May 14, 2024 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

21derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address