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Registered advisor
A••• C••••••••• B•••
Feed of 09/14/2026
Also filed as Adam C Beck
At current firm
0 y
since Oct 15, 2025
In the industry
12 y
since Jul 1, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Oct 15, 2025 · Chandler, Az
- M••••• S•••••• wirehouseApr 25, 2024 to Sep 17, 2025 · Gilbert, Az
- L•• F•••••••• L•• BD affiliatedJul 19, 2023 to Apr 17, 2024 · Mesa, Az
- B••••••• I••••••••• S•••••••• I••• ••••• formerNov 19, 2018 to Jul 19, 2023 · Tempe, Az
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 28, 2014 to Nov 9, 2018 · Chandler, Az
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Sep 17, 2025, registered Oct 15, 2025 (28 days) · Wirehouse to wirehouse
- L•• F•••••••• L•• to M••••• S••••••left Apr 17, 2024, registered Apr 25, 2024 (8 days) · Affiliated broker-dealer or bank to wirehouse
- B••••••• I••••••••• S•••••••• I••• ••••• to L•• F•••••••• L••left Jul 19, 2023, registered Jul 19, 2023 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••••••• I••••••••• S•••••••• I••• •••••left Nov 9, 2018, registered Nov 19, 2018 (10 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- A••• C••••••••• B••• left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2025-10-15)Sep 17, 2025 · Advisor changed firm · fact
- A••• C••••••••• B••• left L•• F•••••••• L•• for M••••• S•••••• (registered 2024-04-25)Apr 17, 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
- Wirehousederived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address