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

Loyd Lamar Beacham

Pnc Wealth ManagementBD affiliatedFt. Worth, Tx dual registrantIAPD 6780809

Certified Financial Planner

Feed of 09/15/2026

Also filed as Loyd Lamar Beacham

At current firm

0 y

since Mar 26, 2026

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pnc Wealth Management BD affiliated current
since Mar 26, 2026 · Arlington, Tx
Coppell Advisory Solutions LLC independent RIA
Feb 2, 2024 to Mar 4, 2026 · Belmont, Nc
Badger Creek Advisors, LLC unclassified
Nov 15, 2023 to Dec 8, 2023 · Atlanta, Ga
Howard Capital Management, LLC independent RIA
Apr 23, 2021 to Sep 19, 2022 · Alpharetta, Ga
Voya Investment Management Co. LLC asset manager
Mar 12, 2019 to Apr 9, 2021 · Atlanta, Ga
Charles Schwab & Co., Inc. national BD
Aug 8, 2018 to Dec 17, 2018 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

Coppell Advisory Solutions LLC to Pnc Wealth Management
left Mar 4, 2026, registered Mar 26, 2026 (22 days) · RIA to affiliated broker-dealer or bank
Badger Creek Advisors, LLC to Coppell Advisory Solutions LLC
left Dec 8, 2023, registered Feb 2, 2024 (56 days) · Other
Howard Capital Management, LLC to Badger Creek Advisors, LLC
left Sep 19, 2022, registered Nov 15, 2023 (422 days) · Other
Voya Investment Management Co. LLC to Howard Capital Management, LLC
left Apr 9, 2021, registered Apr 23, 2021 (14 days) · Other
Charles Schwab & Co., Inc. to Voya Investment Management Co. LLC
left Dec 17, 2018, registered Mar 12, 2019 (85 days) · Other

Signals

Loyd Lamar Beacham left Coppell Advisory Solutions Llc for Pnc Wealth Management (registered 2026-03-26)
Mar 4, 2026 · Advisor changed firm · fact
Loyd Lamar Beacham left Badger Creek Advisors, Llc for Coppell Advisory Solutions Llc (registered 2024-02-02)
Dec 8, 2023 · Advisor changed firm · fact
Loyd Lamar Beacham left Howard Capital Management, Llc for Badger Creek Advisors, Llc (registered 2023-11-15)
Sep 19, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address