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 Beam Wealth Advisors, Inc.

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
David Henry BernardBeam Wealth Advisors, Inc. independent RIAKnights Of Columbus Asset Advisors LLC institutionalOtherJul 20, 2026Jul 29, 2026
Colton CampbellBeam Wealth Advisors, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherMar 27, 2026Jul 22, 2026 (117 d)
Arish Samir NuraniBeam Wealth Advisors, Inc. independent RIAOnedigital institutionalOtherDec 18, 2025Mar 30, 2026 (102 d)
John Jude ScallanBeam Wealth Advisors, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 8, 2024Oct 16, 2024
Jordan Christopher ScallanBeam Wealth Advisors, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 8, 2024Oct 23, 2024
Justin A FalzoneBeam Wealth Advisors, Inc. independent RIABeta Wealth Group, Inc independent RIARIA to RIAOct 7, 2022Oct 12, 2022
Eric Christopher DubrocBeam Wealth Advisors, Inc. independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 5, 2022Apr 7, 2022
Susan Rene SommerBeam Wealth Advisors, Inc. independent RIAPfg Advisors independent RIARIA to RIADec 15, 2021Jan 3, 2022
Gregory John WozniakBeam Wealth Advisors, Inc. independent RIAPfg Advisors independent RIARIA to RIADec 15, 2021Jan 3, 2022
Brian Christopher LockBeam Wealth Advisors, Inc. independent RIAPfg Advisors independent RIARIA to RIADec 15, 2021Jan 3, 2022
William Bernard AlbairBeam Wealth Advisors, Inc. independent RIAPfg Advisors independent RIARIA to RIADec 15, 2021Jan 3, 2022
Curtis Brian WilsonBeam Wealth Advisors, Inc. independent RIACreativeone Wealth, LLC independent RIARIA to RIADec 31, 2020Jan 4, 2021
Joseph Michael PriscoBeam Wealth Advisors, Inc. independent RIAAdvocacy Financial LLC independent RIARIA to RIADec 31, 2019Jan 2, 2020
Richard C WethingtonBeam Wealth Advisors, Inc. independent RIALPL Financial LLC independent RIARIA to RIAJun 21, 2019Jun 18, 2019
Colin Bryant AultBeam Wealth Advisors, Inc. otherD.A. Davidson & Co. otherOtherMar 14, 2016Mar 15, 2017 (366 d)
Brent Wayne WhiddonBeam Wealth Advisors, Inc. otherCwm, LLC otherOtherOct 2, 2015Jan 21, 2015
Beverly Ogles DavisBeam Wealth Advisors, Inc. otherCaldwell Advisors, LLC otherOtherOct 2, 2015Jun 15, 2015
William Bailey CaveBeam Wealth Advisors, Inc. otherCwm, LLC otherOtherOct 2, 2015Jan 26, 2015
Lowell Emerson DeverBeam Wealth Advisors, Inc. otherCharter Advisory Corporation independent RIAOtherOct 2, 2015Oct 2, 2015
Charlotte S AdcockBeam Wealth Advisors, Inc. otherLPL Financial LLC otherOtherDec 31, 2013Jun 27, 2012
Thomas Allen GrifforeBeam Wealth Advisors, Inc. otherStrategic Advisers LLC national BDOtherNov 22, 2005Jun 24, 2008 (945 d)
Charles Gerald SimonBeam Wealth Advisors, Inc. otherFoundations Investment Advisors LLC otherOtherDec 31, 2004Mar 6, 2017 (4448 d)
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22 moves match.