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 Trust
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 |
|---|---|---|---|---|---|
| Stefan Noah Hermann | Beacon Trust independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Aug 18, 2026 | Aug 21, 2026 |
| Earle William Jarden | Beacon Trust independent RIA | Corient independent RIA | RIA to RIA | Jul 21, 2026 | Sep 2, 2026 (43 d) |
| Evan K Smith | Beacon Trust independent RIA | Corient independent RIA | RIA to RIA | Jul 21, 2026 | Jul 30, 2026 |
| Nalby Nouh | Beacon Trust independent RIA | Prestige Wealth Management Group, LLC independent RIA | RIA to RIA | Jun 26, 2026 | Aug 7, 2026 (42 d) |
| Riya Mehra | Beacon Trust independent RIA | Corient independent RIA | RIA to RIA | May 28, 2026 | Aug 13, 2026 (77 d) |
| Caitlin B Degroat | Beacon Trust independent RIA | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 18, 2025 | Sep 16, 2025 |
| Melissa Marie Raimundo | Beacon Trust independent RIA | First Manhattan Co. LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 4, 2025 | Aug 14, 2025 |
| Kenneth Paul Lenskold | Beacon Trust independent RIA | Private Client Group Asset Management independent RIA | RIA to RIA | Jun 5, 2024 | Jun 4, 2025 (364 d) |
| Adam Todd Goldberg | Beacon Trust independent RIA | Sax Wealth Advisors, LLC independent RIA | RIA to RIA | Sep 13, 2023 | Sep 13, 2023 |
| Jake Peter Clemens | Beacon Trust independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Jan 28, 2021 | Feb 8, 2021 |
| Peter Joseph O'Neill | Beacon Trust independent RIA | Regentatlantic independent RIA | RIA to RIA | Apr 10, 2019 | Apr 16, 2019 |
| Frank Deluca | Beacon Trust independent RIA | Cuso Financial Services, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 19, 2018 | Jul 5, 2019 (228 d) |
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12 moves match.