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
Corey Catherine Beal
Certified Financial Planner
Feed of 09/14/2026
Also filed as Corey Catherine Beal
At current firm
2 y
since Sep 4, 2024
In the industry
13 y
since Jan 2, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
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
- Empowering Finance, LLC state registered currentsince Sep 4, 2024 · Portland, Or
- Crowdstreet Advisors, LLC asset managerNov 19, 2018 to Sep 11, 2020 · New York, Ny
- Vista Capital Partners, Inc. independent RIANov 13, 2013 to Sep 1, 2017 · Portland, Or
- Kms Financial Services, Inc formerJan 2, 2013 to Sep 13, 2013 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Crowdstreet Advisors, LLC to Empowering Finance, LLCleft Sep 11, 2020, registered Sep 4, 2024 (1454 days) · RIA to a state-registered adviser
- Vista Capital Partners, Inc. to Crowdstreet Advisors, LLCleft Sep 1, 2017, registered Nov 19, 2018 (444 days) · Other
- Kms Financial Services, Inc to Vista Capital Partners, Inc.left Sep 13, 2013, registered Nov 13, 2013 (61 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
- STATE REGISTEREDderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address