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

David Scott Trettel

Beacon Financial Strategies Corp.independent RIARaleigh, NcIA-onlyIAPD 6432359
Certified Financial Planner
Feed of 09/14/2026
Also filed as Dave Trettel
At current firm
1 y
since Oct 29, 2024
In the industry
11 y
since Mar 11, 2015 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
4
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Dave is the firm’s Wealth Advisor.reportedbeaconfinancialstrategies.comfirm site, Sep 16, 2026
Designations
CFP, MBAreportedbeaconfinancialstrategies.comas printed on the bio page, Sep 17, 2026
Professional profile
beaconfinancialstrategies.com/dave-trettelreportedbeaconfinancialstrategies.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • David Scott Trettel left Robert W. Baird & Co. Incorporated for Beacon Financial Strategies Corp. (registered 2024-10-29)
    Jan 25, 2024 · Advisor changed firm · fact
  • David Scott Trettel left Strategic Wealth Investment Group, Llc for Robert W. Baird & Co. Incorporated (registered 2023-08-02)
    Jan 23, 2023 · Advisor changed firm · fact
  • David Scott Trettel left Prospera Financial Services, Inc. for Strategic Wealth Investment Group, Llc (registered 2022-06-15)
    Apr 20, 2022 · Advisor changed firm · fact
  • David Scott Trettel left Charles Schwab & Co., Inc. for Prospera Financial Services, Inc. (registered 2022-01-12)
    Jan 20, 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
Independent wealth managerderived
Years in industry
11derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address