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
Beau T Tillinghast
Certified Financial Planner
Feed of 09/14/2026
Also filed as Beau Thomas Tillinghast
At current firm
0 y
since Jul 14, 2026
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Commonwealth Financial Network national BD currentsince Jul 14, 2026 · Glastonbury, Ct
- Kreitler Financial LLC independent RIAJul 1, 2020 to Jun 22, 2026 · New Haven, Ct
- Raymond James Financial Services Advisors, Inc BD affiliatedNov 28, 2016 to Jul 10, 2020 · New Haven, Ct
Moves
a registration end followed by a registration begin elsewhere
- Kreitler Financial LLC to Commonwealth Financial Networkleft Jun 22, 2026, registered Jul 14, 2026 (22 days) · RIA to affiliated broker-dealer or bank
- Raymond James Financial Services Advisors, Inc to Kreitler Financial LLCleft Jul 10, 2020, registered Jul 1, 2020 (-9 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Signals
- Beau T Tillinghast left Kreitler Financial Llc for Commonwealth Financial Network (registered 2026-07-14)Jun 22, 2026 · 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
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address