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, 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
Chelsey WahlmanBeacon Capital Management, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 17, 2025Jan 31, 2025
Chase Cole GrundyBeacon Capital Management, LLC independent RIAFacet independent RIARIA to RIAAug 2, 2023Jun 20, 2023
Jennifer Lea MillerBeacon Capital Management, LLC independent RIAFielder Capital Group LLC independent RIARIA to RIAAug 9, 2021Sep 2, 2021
Steven Jay KibbelBeacon Capital Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 20, 2020Jul 15, 2020 (117 d)
Caroline A PetersBeacon Capital Management, LLC otherOsaic Institutions, Inc. otherOtherMay 27, 2015Mar 8, 2016 (286 d)
Page 1 of 1
5 moves match.