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

Justin A Falzone

Mdrn Wealthstate registeredPark City, Ut IA-onlyIAPD 5960715

Certified Financial Planner

Feed of 09/16/2026

Also filed as Justin A Falzone

At current firm

0 y

since Aug 18, 2026

In the industry

12 y

since Mar 1, 2014 (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

Registration history

IAPD current and previous registrations

Mdrn Wealth state registered current
since Aug 18, 2026 · Park City, Ut
Beta Wealth Group, Inc independent RIA
Oct 12, 2022 to Jan 10, 2024 · Park City, Ut
Beam Wealth Advisors, Inc. independent RIA
Jul 1, 2019 to Oct 7, 2022 · Rock Springs, Wy
Park Avenue Securities LLC BD affiliated
Apr 19, 2017 to Apr 30, 2019 · Murray, Ut
Equitable Advisors, LLC national BD
Mar 31, 2014 to Mar 16, 2017 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

Beta Wealth Group, Inc to Mdrn Wealth
left Jan 10, 2024, registered Aug 18, 2026 (951 days) · RIA to a state-registered adviser
Beam Wealth Advisors, Inc. to Beta Wealth Group, Inc
left Oct 7, 2022, registered Oct 12, 2022 (5 days) · RIA to RIA
Park Avenue Securities LLC to Beam Wealth Advisors, Inc.
left Apr 30, 2019, registered Jul 1, 2019 (62 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Equitable Advisors, LLC to Park Avenue Securities LLC
left Mar 16, 2017, registered Apr 19, 2017 (34 days) · Other · moved with a team

Signals

Justin A Falzone added a FL registration at Mdrn Wealth
Sep 15, 2026 · New state registration · fact
Justin A Falzone added a CA registration at Mdrn Wealth
Aug 18, 2026 · New state registration · fact
Justin A Falzone added a NY registration at Mdrn Wealth
Aug 18, 2026 · New state registration · fact
Justin A Falzone added a TX registration at Mdrn Wealth
Aug 18, 2026 · New state registration · fact
Justin A Falzone left Beta Wealth Group, Inc for Mdrn Wealth (registered 2026-08-18)
Jan 10, 2024 · Advisor changed firm · fact
Justin A Falzone left Beam Wealth Advisors, Inc. for Beta Wealth Group, Inc (registered 2022-10-12)
Oct 7, 2022 · 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: STATE REGISTEREDderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address