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
Zachary Beckerley
Certified Financial Planner
Feed of 09/14/2026
Also filed as Zachary William Beckerley
At current firm
8 y
since Oct 30, 2017
In the industry
17 y
since Sep 3, 2009 (earliest exam, job or registration)
Prior registered firms
5
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
- Merit Financial Advisors BD affiliated currentsince Oct 30, 2017 · Alpharetta, Ga
- Lifestyle Planning Solutions, LLC formerApr 27, 2015 to Oct 17, 2018 · Frisco, Tx
- Stratos Wealth Partners, Ltd BD affiliatedFeb 28, 2013 to Oct 31, 2017 · Frisco, Tx
- LPL Financial LLC BD affiliatedMay 8, 2012 to Feb 25, 2013 · Frisco, Tx
- Commerce Wealth Advisers, LLC formerJul 8, 2011 to May 8, 2012 · Frisco, Tx
- Jwa Financial Group, Inc. formerSep 4, 2009 to Jul 19, 2011 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Lifestyle Planning Solutions, LLC to Merit Financial Advisorsleft Oct 17, 2018, registered Oct 30, 2017 (-352 days) · Other
- Stratos Wealth Partners, Ltd to Lifestyle Planning Solutions, LLCleft Oct 31, 2017, registered Apr 27, 2015 (-918 days) · Other · moved with a team
- LPL Financial LLC to Stratos Wealth Partners, Ltdleft Feb 25, 2013, registered Feb 28, 2013 (3 days) · Other
- Commerce Wealth Advisers, LLC to LPL Financial LLCleft May 8, 2012, registered May 8, 2012 (0 days) · Other
- Jwa Financial Group, Inc. to Commerce Wealth Advisers, LLCleft Jul 19, 2011, registered Jul 8, 2011 (-11 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
- 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