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

Sean William Becker

Nwf Advisory Services Incindependent RIAPaoli, Padual registrantIAPD 5600416

Feed of 09/14/2026

At current firm

1 y

since May 21, 2025

In the industry

19 y

since Nov 1, 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

Title: Financial Advisorreportedartisancap.comfirm site, Sep 15, 2026
founder other: “As Founder and Principal Advisor of Becker Wealth Management, LLC, he brings a strategic, solutions-oriented approach to complex financial and operational challenges.”reportedartisancap.comthe sentence on the bio page
Partner or owner: “As Founder and Principal Advisor of Becker Wealth Management, LLC, he brings a strategic, solutions-oriented approach to complex financial and operational challenges.”reportedartisancap.comthe sentence on the bio page
Investment committee: “In 2008, Sean launched a long-term succession plan with McMullin and Associates, where he became a registered Investment Advisor Representative and assumed leadership roles including Operations Executive and Investment Committee Chair.”reportedartisancap.comthe sentence on the bio page
Professional profile: artisancap.com/team/sean-beckerreportedartisancap.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.

Registration history

IAPD current and previous registrations

Nwf Advisory Services Inc independent RIA current
since May 21, 2025 · Paoli, Pa
The Ameriflex Group BD affiliated
Sep 4, 2024 to Jul 3, 2025 · Paoli, Pa
Cadaret Grant & Co Inc former
Mar 25, 2009 to Sep 9, 2024 · Paoli, Pa

Moves

a registration end followed by a registration begin elsewhere

The Ameriflex Group to Nwf Advisory Services Inc
left Jul 3, 2025, registered May 21, 2025 (-43 days) · corporate re-registration, not a move
Cadaret Grant & Co Inc to The Ameriflex Group
left Sep 9, 2024, registered Sep 4, 2024 (-5 days) · Affiliated broker-dealer or bank to another

Signals

Sean William Becker left Cadaret Grant & Co Inc for The Ameriflex Group (registered 2024-09-04)
Sep 9, 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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address