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
Zahya Lee Beall
Feed of 09/14/2026
Also filed as Zahya Hantz
At current firm
2 y
since Feb 2, 2024
In the industry
17 y
since Feb 1, 2009 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
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 Feb 2, 2024 · Stratford, Ct
- Moneco Advisors independent RIAMar 9, 2021 to Feb 2, 2024 · Fairfield, Ct
- Edward Jones national BDJun 27, 2018 to Mar 11, 2021 · Maryland Heights, Mo
Moves
a registration end followed by a registration begin elsewhere
- Moneco Advisors to LPL Financial LLCleft Feb 2, 2024, registered Feb 2, 2024 (0 days) · RIA to affiliated broker-dealer or bank
- Edward Jones to Moneco Advisorsleft Mar 11, 2021, registered Mar 9, 2021 (-2 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Zahya Lee Beall left Moneco Advisors for Lpl Financial Llc (registered 2024-02-02)Feb 2, 2024 · 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address