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 Advisory 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
David Phillip StoneBeacon Financial Advisory LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankSep 11, 2024Sep 9, 2024
David TaucherBeacon Financial Advisory LLC independent RIAStratos Wealth Advisors LLC independent RIARIA to RIADec 14, 2023Dec 13, 2023
Spencer Pistone DieckBeacon Financial Advisory LLC independent RIAStratos Wealth Advisors LLC independent RIARIA to RIADec 14, 2023Dec 14, 2023
Karyn PistoneBeacon Financial Advisory LLC independent RIAStratos Wealth Advisors LLC independent RIARIA to RIADec 14, 2023Dec 13, 2023
Daniel L BonderBeacon Financial Advisory LLC independent RIAArbor Point Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 13, 2023Nov 14, 2023
Jeremy Scott ClarkBeacon Financial Advisory LLC independent RIAArbor Point Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 9, 2023Oct 4, 2023
Bryan Joseph CostinBeacon Financial Advisory LLC independent RIAJourney Wealth Management independent RIARIA to RIADec 20, 2022Aug 29, 2022
Nicholas Anthony PaternitiBeacon Financial Advisory LLC independent RIAJourney Wealth Management independent RIARIA to RIADec 20, 2022Aug 15, 2022
Dean Dirk WeemhoffBeacon Financial Advisory LLC independent RIAArbor Point Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 27, 2022Oct 26, 2022
David George OlsonBeacon Financial Advisory LLC independent RIAJourney Wealth Management independent RIARIA to RIAOct 20, 2022Aug 29, 2022
Peter R FranzBeacon Financial Advisory LLC independent RIAJourney Wealth Management independent RIARIA to RIAMay 5, 2022Feb 3, 2021
Giuseppe VitaleBeacon Financial Advisory LLC independent RIACapital Analysts BD affiliatedRIA to affiliated broker-dealer or bankJul 10, 2020Apr 8, 2020
Peter R FranzBeacon Financial Advisory LLC otherBoyd Watterson Asset Management, LLC otherOtherNov 21, 2017Jan 25, 2018 (65 d)
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13 moves match.