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
Ryan Matthew Flurie
Certified Financial Planner
Feed of 09/14/2026
Also filed as Ryan Matthew Flurie
At current firm
0 y
since Aug 6, 2026
In the industry
15 y
since Dec 29, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Beam Wealth Advisors, Inc. independent RIA currentsince Aug 6, 2026 · Covington, La
- Summit Financial, LLC BD affiliatedJan 19, 2024 to Jul 17, 2026 · West Grove, Pa
- Vanguard Advisers, Inc. BD affiliatedAug 24, 2016 to Jan 11, 2024 · Malvern, Pa
- Mallard Financial Partners Inc formerAug 12, 2015 to Aug 11, 2016 · Newark, De
- Wfg Advisors, LP formerOct 25, 2012 to Apr 21, 2015 · New Castle, De
- Avantax Advisory Services formerFeb 2, 2011 to Oct 29, 2012 · New Castle, De
Moves
a registration end followed by a registration begin elsewhere
- Summit Financial, LLC to Beam Wealth Advisors, Inc.left Jul 17, 2026, registered Aug 6, 2026 (20 days) · Affiliated broker-dealer or bank to independent RIA
- Vanguard Advisers, Inc. to Summit Financial, LLCleft Jan 11, 2024, registered Jan 19, 2024 (8 days) · Affiliated broker-dealer or bank to another
- Mallard Financial Partners Inc to Vanguard Advisers, Inc.left Aug 11, 2016, registered Aug 24, 2016 (13 days) · Other
- Wfg Advisors, LP to Mallard Financial Partners Incleft Apr 21, 2015, registered Aug 12, 2015 (113 days) · Other
- Avantax Advisory Services to Wfg Advisors, LPleft Oct 29, 2012, registered Oct 25, 2012 (-4 days) · Other
Signals
- Ryan Matthew Flurie left Summit Financial, Llc for Beam Wealth Advisors, Inc. (registered 2026-08-06)Jul 17, 2026 · Advisor changed firm · fact
- Ryan Matthew Flurie left Vanguard Advisers, Inc. for Summit Financial, Llc (registered 2024-01-19)Jan 11, 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address