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 Financial Planning, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Riley Stevens Crosbie | Beacon Financial Planning, LLC state registered | Allegis Investment Advisors, LLC other | Other | Nov 25, 2015 | Nov 30, 2015 |
| Dennis Wells Jackson | Beacon Financial Planning, LLC state registered | Allred Jackson Financial Planning, LLC state registered | Other | Dec 24, 2014 | Aug 11, 2014 |
| Dennis Scott Jackson | Beacon Financial Planning, LLC state registered | Allred Jackson Financial Planning, LLC state registered | Other | Dec 24, 2014 | Aug 11, 2014 |
| Jack W Peterson | Beacon Financial Planning, LLC state registered | Stonebridge Financial Advisors, LLC unclassified | Other | Dec 31, 2006 | Sep 6, 2006 |
| Trevor Steven Seamons | Beacon Financial Planning, LLC state registered | Stonebridge Financial Advisors, LLC unclassified | Other | Oct 4, 2006 | Sep 6, 2006 |
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5 moves match.