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
Christopher Beach
Feed of 09/14/2026
Also filed as Chris Beach
At current firm
5 y
since Oct 8, 2020
In the industry
18 y
since Jul 3, 2008 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse currentsince Oct 8, 2020 · Frisco, Tx
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Oct 13, 2020 · Coppell, Tx
- Chase Investment Services Corp. formerAug 17, 2012 to Oct 1, 2012 · Coppell, Tx
- Ameritas Advisory Services formerJun 26, 2009 to Aug 27, 2012 · Lincoln, Ne
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 13, 2020, registered Oct 8, 2020 (-5 days) · Wirehouse to wirehouse
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Ameritas Advisory Services to Chase Investment Services Corp.left Aug 27, 2012, registered Aug 17, 2012 (-10 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
- Wirehousederived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address