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
Shaun Michael Beyrer
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Jun 5, 2025
In the industry
22 y
since Jan 23, 2004 (earliest exam, job or registration)
Prior registered firms
8
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Jun 5, 2025 · Westlake Village, Ca
- Western International Securities formerFeb 7, 2022 to Jun 5, 2025 · Westlake Village, Ca
- J.P. Morgan Securities LLC wirehouseMar 24, 2021 to Feb 17, 2022 · Santa Monica, Ca
- Td Ameritrade, Inc. formerJan 26, 2012 to Jan 11, 2021 · Los Angeles, Ca
- Td Ameritrade Investment Management, LLC formerJan 26, 2012 to Dec 31, 2020 · Santa Monica, Ca
- Pnc Wealth Management BD affiliatedJan 6, 2011 to Jan 19, 2012 · Chicago, Il
- Chase Investment Services Corp. formerDec 17, 2009 to Jan 3, 2011 · Chicago, Il
- Chase Investment Services Corp. formerMay 2, 2009 to Jun 5, 2009 · San Pedro, Ca
- Wamu Investments, Inc. unclassifiedMay 19, 2008 to May 2, 2009 · San Pedro, Ca
Moves
a registration end followed by a registration begin elsewhere
- Western International Securities to LPL Financial LLCleft Jun 5, 2025, registered Jun 5, 2025 (0 days) · corporate re-registration, not a move
- J.P. Morgan Securities LLC to Western International Securitiesleft Feb 17, 2022, registered Feb 7, 2022 (-10 days) · Wirehouse to affiliated broker-dealer or bank
- Td Ameritrade, Inc. to J.P. Morgan Securities LLCleft Jan 11, 2021, registered Mar 24, 2021 (72 days) · Other · moved with a team
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Dec 31, 2020, registered Jan 26, 2012 (-3262 days) · corporate re-registration, not a move
- Pnc Wealth Management to Td Ameritrade Investment Management, LLCleft Jan 19, 2012, registered Jan 26, 2012 (7 days) · Other
- Chase Investment Services Corp. to Pnc Wealth Managementleft Jan 3, 2011, registered Jan 6, 2011 (3 days) · Other
- Wamu Investments, Inc. to Chase Investment Services Corp.left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
Signals
- Shaun Michael Beyrer left J.P. Morgan Securities Llc for Western International Securities (registered 2022-02-07)Feb 17, 2022 · Advisor changed firm · fact
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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address