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 Beacon Capital Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph Tarpey | Beacon Capital Management, Inc. mixed wealth | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2026 | Sep 1, 2026 |
| Stephen Thomas Bogosian | Beacon Capital Management, Inc. mixed wealth | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 3, 2026 | Mar 9, 2026 |
| Erik Blase | Beacon Capital Management, Inc. independent RIA | Legacy Financial Group independent RIA | RIA to RIA | Jul 24, 2025 | Jun 16, 2026 (327 d) |
| Martin Anthony Jaras | Beacon Capital Management, Inc. other | Jaras Financial Services, Inc. independent RIA | Other | Jan 5, 2017 | Dec 7, 2015 |
| Steve James Persons | Beacon Capital Management, Inc. other | Cbs Funding, Inc. state registered | Other | Sep 2, 2011 | Sep 8, 2011 |
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5 moves match.