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
Calvin Thomas
Feed of 09/14/2026
At current firm
0 y
since Mar 3, 2026
In the industry
18 y
since Nov 1, 2007 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Beacon Global Advisor Network, LLC independent RIA currentsince Mar 3, 2026 · Haute Nendaz
- Blacktower Financial Management (US) LLC independent RIAAug 8, 2023 to Jan 16, 2025 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Blacktower Financial Management (US) LLC to Beacon Global Advisor Network, LLCleft Jan 16, 2025, registered Mar 3, 2026 (411 days) · RIA to RIA
Signals
- Calvin Thomas left Blacktower Financial Management (Us) Llc for Beacon Global Advisor Network, Llc (registered 2026-03-03)Jan 16, 2025 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address