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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Senior Vice Presidentreportedbeacontrust.comfirm site, Sep 15, 2026
- Designations
- MBAreportedbeacontrust.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reportedbeacontrust.com“With more than 25 years of experience in the financial services industry, Mr. Apuzzio has developed a deep understanding of the complex needs and goals of high-net-worth clients.”
- Professional profile
- BEACONTRUST.COM/about/our-people/service/jason-apuzzioreportedbeacontrust.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••••• T•••• independent RIA currentsince Dec 12, 2025 · Morristown, Nj
- T••••• A••••••• S•••••••• I••• BD affiliatedFeb 28, 2023 to Jun 9, 2025 · Princeton, Nj
- P•• W••••• M••••••••• BD affiliatedNov 7, 2013 to Dec 6, 2018 · Bridgewater, Nj
- B•••••••• I••••••••• M••••••••• L•• asset managerSep 29, 2006 to Dec 9, 2011 · Plainsboro, Nj
- M•••••• L•••• I••••••••• M••••••• L• unclassifiedNov 14, 2005 to Sep 29, 2006 · Plainsboro, Nj
- T••••• A••••••• S•••••••• I••• to B••••• T••••left Jun 9, 2025, registered Dec 12, 2025 (186 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- P•• W••••• M••••••••• to T••••• A••••••• S•••••••• I•••left Dec 6, 2018, registered Feb 28, 2023 (1545 days) · Affiliated broker-dealer or bank to another
- B•••••••• I••••••••• M••••••••• L•• to P•• W••••• M•••••••••left Dec 9, 2011, registered Nov 7, 2013 (699 days) · Other
- M•••••• L•••• I••••••••• M••••••• L• to B•••••••• I••••••••• M••••••••• L••left Sep 29, 2006, registered Sep 29, 2006 (0 days) · corporate re-registration, not a move
- J•••• B•••••• A•••••• left T••••• A••••••• S•••••••• I••• for B••••• T•••• (registered 2025-12-12)Jun 9, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address