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
Gil Aaron Beer
Feed of 09/14/2026
At current firm
0 y
since Jul 17, 2026
In the industry
20 y
since Feb 6, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Arax Advisory Partners BD affiliated currentsince Jul 17, 2026 · New York, Ny
- U.S. Capital Wealth Advisors, LLC BD affiliatedJun 30, 2021 to Jul 21, 2026 · Austin, Tx
- Usca Ria LLC formerJan 24, 2011 to Jun 30, 2021 · Houston, Tx
- UBS Financial Services Inc. wirehouseFeb 7, 2006 to Jan 11, 2011 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- U.S. Capital Wealth Advisors, LLC to Arax Advisory Partnersleft Jul 21, 2026, registered Jul 17, 2026 (-4 days) · corporate re-registration, not a move
- Usca Ria LLC to U.S. Capital Wealth Advisors, LLCleft Jun 30, 2021, registered Jun 30, 2021 (0 days) · corporate re-registration, not a move
- UBS Financial Services Inc. to Usca Ria LLCleft Jan 11, 2011, registered Jan 24, 2011 (13 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address