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.

Advisor moves

Departures from Beaumont Financial Partners LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Robert Sean AlimenaBeaumont Financial Partners LLC independent RIAProcyon otherOtherOct 7, 2022Oct 6, 2022
Daniel Robert ZibinskasBeaumont Financial Partners LLC independent RIAHarbor Advisory Corporation independent RIARIA to RIANov 17, 2020Feb 16, 2021 (91 d)
Chester ChappellBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 16, 2020
James John BulgerBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Feb 4, 2020 (35 d)
Joshua Spielman GlazerBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 16, 2020
Mark David NalbandianBeaumont Financial Partners LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Dec 16, 2024 (1812 d)
Zachary Alan StoutBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 21, 2020
Brendan Dennis RyanBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 23, 2020
Ryan Joseph AllessioBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 23, 2020
Courtney Arlene DoyleBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 23, 2020
Brandon M AndersonBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 30, 2020
William George WiseBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Jan 17, 2020
Christopher Michael IndrisanoBeaumont Financial Partners LLC independent RIAEmpower Advisory Group, LLC institutionalOtherDec 31, 2019Feb 23, 2021 (420 d)
Denis John RezendesBeaumont Financial Partners LLC independent RIAAlgorithmic Investment Models otherOtherDec 31, 2019Feb 7, 2020 (38 d)
Virgil Shane WimberlyBeaumont Financial Partners LLC independent RIAEdelman Financial Engines independent RIARIA to RIAJul 31, 2019Sep 6, 2019 (37 d)
Daniel Joseph SextonBeaumont Financial Partners LLC independent RIAPinnacle Private Wealth, LLC independent RIARIA to RIAJun 26, 2019Mar 16, 2020 (264 d)
Adam Richard WojtkowskiBeaumont Financial Partners LLC independent RIASmith Salley Wealth Management mixed wealthRIA to RIAJun 26, 2019Jul 16, 2019
Wes TaylorBeaumont Financial Partners LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 17, 2019Jul 11, 2025 (2216 d)
Jonathan DacanayBeaumont Financial Partners LLC independent RIAThrivent Asset Management, LLC asset managerOtherOct 22, 2018Jun 25, 2020 (612 d)
Emily Lynn GrossBeaumont Financial Partners LLC independent RIAOrion Portfolio Solutions, LLC mixed wealthRIA to RIAJul 30, 2018Jul 31, 2018
John Philip GencoBeaumont Financial Partners LLC independent RIAWhalerock Point Partners, LLC independent RIARIA to RIAJul 30, 2018Aug 1, 2018
Timothy John BottomlyBeaumont Financial Partners LLC otherStadion Money Management, LLC otherOtherAug 18, 2017Oct 24, 2017 (67 d)
Jared Robert CullivanBeaumont Financial Partners LLC otherColumbia Management Investment Advisers, LLC otherOtherMay 15, 2017Jun 6, 2017
Eric Lawrence BiegeleisenBeaumont Financial Partners LLC other3edge Asset Management, LP otherOtherApr 24, 2017May 3, 2017
Adam Jonathan BourkBeaumont Financial Partners LLC otherCliftonlarsonallen Wealth Advisors, LLC otherOtherDec 27, 2016Mar 20, 2017 (83 d)
Arash Adam KadivarBeaumont Financial Partners LLC otherCharles Schwab & Co., Inc. national BDOtherNov 15, 2016Mar 6, 2017 (111 d)
Elizabeth Ann LangenbergBeaumont Financial Partners LLC otherLPL Financial LLC otherOtherMay 21, 2014May 25, 2016 (735 d)
Robert Sean AlimenaBeaumont Financial Partners LLC otherGerstein Fisher otherOtherMar 21, 2014Apr 30, 2014 (40 d)
David Jay WeismanBeaumont Financial Partners LLC otherChurchill Management Group otherOtherDec 2, 2013Oct 6, 2014 (308 d)
Christopher Karl GaffneyBeaumont Financial Partners LLC otherWellesley Investment Partners, LLC otherOtherMar 29, 2011Apr 6, 2011
Jeffrey Charles SmithBeaumont Financial Partners LLC otherWellesley Investment Partners, LLC otherOtherDec 4, 2009Jan 14, 2010 (41 d)
Kenneth Michael SexterBeaumont Financial Partners LLC otherMorgan Stanley Dw Inc. unclassifiedOtherDec 13, 2002Sep 26, 2005 (1018 d)
Sailing David AdlerBeaumont Financial Partners LLC otherCredit Suisse Securities (USA) LLC otherOtherOct 29, 2002Sep 4, 2009 (2502 d)
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33 moves match.