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 Global Advisor Network, 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
Jerome Philippe PerkinsBeacon Global Advisor Network, LLC independent RIASimpliphi Capital state registeredRIA to a state-registered adviserJun 9, 2026Jul 17, 2026 (38 d)
Colin Matthew KnealeBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 5, 2026
Nick Edward RoleyBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 6, 2026
Mathew Edward SamuelBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 5, 2026
Nathan Christopher WenningtonBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 6, 2026
Daniel Pinto_lopes_da TrindadeBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 6, 2026
Jonathan HenkelsBeacon Global Advisor Network, LLC independent RIAAmeritas Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 28, 2026Feb 10, 2026
Graham BentleyBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIANov 17, 2025Nov 24, 2025
Robert BarfieldBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIANov 17, 2025Nov 24, 2025
Marc J WeinBeacon Global Advisor Network, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 2, 2025Sep 16, 2025
Trevor HullBeacon Global Advisor Network, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAJul 22, 2025Sep 9, 2025 (49 d)
Cedric BernierBeacon Global Advisor Network, LLC independent RIADunhill Financial independent RIARIA to RIAMar 26, 2025Apr 10, 2025
David Robert WattlesBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAOct 31, 2024Jan 24, 2024
Alexander Peter StojkovicBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAOct 31, 2024Jan 23, 2024
David Michael WellsBeacon Global Advisor Network, LLC independent RIAArchway Private Wealth LLC independent RIARIA to RIASep 30, 2024Feb 24, 2021
Ricardo Jorge JesusBeacon Global Advisor Network, LLC independent RIALiberty Atlantic Advisors independent RIARIA to RIASep 30, 2024Nov 16, 2023
Christopher Anthony GriffinBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAMay 20, 2024May 7, 2024
George Barrie StaintonBeacon Global Advisor Network, LLC independent RIAHoxton Wealth independent RIARIA to RIAApr 16, 2024May 17, 2024 (31 d)
Scott Patrick EvansBeacon Global Advisor Network, LLC independent RIALiberty Atlantic Advisors independent RIARIA to RIAMar 21, 2024Nov 15, 2023
Alexander James IngrimBeacon Global Advisor Network, LLC independent RIALiberty Atlantic Advisors independent RIARIA to RIAMar 21, 2024Nov 16, 2023
Joshua Craig FainBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIADec 21, 2023Jan 2, 2025 (378 d)
Dawn May BondBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAMay 5, 2023Oct 13, 2022
Sherwood Allison BarbourBeacon Global Advisor Network, LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIADec 31, 2022Jan 10, 2023
Deshawn Kerwin PetersonBeacon Global Advisor Network, LLC independent RIAMidland Wealth Management otherOtherMay 31, 2022Mar 13, 2026 (1382 d)
Philip Thomas PurpuraBeacon Global Advisor Network, LLC independent RIAEsi Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankMar 29, 2022Mar 29, 2022
Derek Vincent WilsonBeacon Global Advisor Network, LLC independent RIAArchway Private Wealth LLC independent RIARIA to RIAMar 1, 2022May 5, 2021
Trevor Samuel OdomBeacon Global Advisor Network, LLC independent RIAArmada Advisors independent RIARIA to RIAJan 19, 2022Jan 19, 2022
Joseph Anthony FischettiBeacon Global Advisor Network, LLC independent RIADelta Financial Advisors, Inc independent RIARIA to RIANov 9, 2021Jan 16, 2024 (798 d)
Jacob Patrick DefilippoBeacon Global Advisor Network, LLC independent RIADelta Financial Advisors, Inc independent RIARIA to RIANov 9, 2021Apr 22, 2021
Timothy Alan KershawBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAOct 4, 2021Oct 19, 2021
Craig Nicholas MurrinBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAMay 3, 2021May 10, 2021
Mark Robert LangleyBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAMay 3, 2021May 12, 2021
Lewis Jay RinghamBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAApr 30, 2021May 12, 2021
Michael Andre JordanBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAApr 30, 2021May 12, 2021
Nicolas Justin MauricioBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAApr 29, 2021May 12, 2021
Daniel MesaBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAApr 29, 2021May 12, 2021
Thomas Michael PewtressBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAApr 29, 2021May 12, 2021
Simon Edmund PuttBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAApr 29, 2021May 12, 2021
Sam Mark LingBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAApr 29, 2021Jul 6, 2021 (68 d)
Nathan Charles TarrBeacon Global Advisor Network, LLC independent RIASkybound Wealth USA independent RIARIA to RIAApr 28, 2021May 12, 2021
Warren James SteanBeacon Global Advisor Network, LLC independent RIAWestfuller Advisors, LLC independent RIARIA to RIAMay 9, 2019May 22, 2019
Daniel Steven YorkBeacon Global Advisor Network, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2018Jan 7, 2019 (69 d)
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42 moves match.