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 Group, Inc.

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
Heather PollackBeacon Financial Group, Inc. independent RIAOsaic Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 27, 2026Feb 6, 2026
Brent F BesingerBeacon Financial Group, Inc. independent RIAOsaic Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 27, 2026Feb 3, 2026
Stephen James CribleyBeacon Financial Group, Inc. independent RIAOsaic Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 27, 2026Feb 3, 2026
Jennifer B ThorneBeacon Financial Group, Inc. independent RIAOsaic Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 27, 2026Feb 3, 2026
Jason Andrew RodgersBeacon Financial Group, Inc. independent RIAOsaic Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 27, 2026Feb 9, 2026
Janet Marie BauerBeacon Financial Group, Inc. independent RIAOsaic Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 27, 2026Feb 3, 2026
Daniel PieroBeacon Financial Group, Inc. independent RIAOsaic Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 27, 2026Feb 3, 2026
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7 moves match.