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.

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.

Registered advisor

G•••••• B•••

W•••••• W••••• M••••••••• L••independent RIAGolden, Codual registrantIAPD 5006821

Certified Financial Planner

Feed of 09/14/2026

Also filed as G•••••• B•••

At current firm

5 y

since Apr 30, 2021

In the industry

20 y

since Apr 18, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/gregory-beal-11703620reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

Registration history

IAPD current and previous registrations

W•••••• W••••• M••••••••• L•• independent RIA current
since Apr 30, 2021 · Golden, Co
M••••• S•••••• wirehouse
May 24, 2018 to Jun 7, 2021 · Boulder, Co
E•••••• A••••••• G••••• L•• BD affiliated
Jun 24, 2016 to Mar 9, 2018 · Greenwood Village, Co
C••••• A••••••• L•• former
Nov 18, 2015 to May 16, 2016 · Greenwood Village, Co
C•••••• S••••• • C••• I••• national BD
Apr 18, 2006 to Nov 13, 2008 · Englewood, Co

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to W•••••• W••••• M••••••••• L••
left Jun 7, 2021, registered Apr 30, 2021 (-38 days) · Wirehouse to independent RIA
E•••••• A••••••• G••••• L•• to M••••• S••••••
left Mar 9, 2018, registered May 24, 2018 (76 days) · Other
C••••• A••••••• L•• to E•••••• A••••••• G••••• L••
left May 16, 2016, registered Jun 24, 2016 (39 days) · Other
C•••••• S••••• • C••• I••• to C••••• A••••••• L••
left Nov 13, 2008, registered Nov 18, 2015 (2561 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address