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

Arrivals at Beaumont Financial Partners 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
Daniel Richard GarronFidelity Personal And Workplace Advisors BD affiliatedBeaumont Financial Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 21, 2022Sep 27, 2022 (68 d)
Christopher Michael IndrisanoJohn Hancock Personal Financial Services, LLC independent RIABeaumont Financial Partners LLC independent RIARIA to RIAJun 21, 2018Jul 30, 2018 (39 d)
Virgil Shane WimberlyEdelman Financial Engines otherBeaumont Financial Partners LLC otherOtherJan 19, 2018Jan 22, 2018
Daniel Joseph SextonStrategic Advisers LLC national BDBeaumont Financial Partners LLC otherOtherDec 31, 2017Feb 20, 2018 (51 d)
Brandon M AndersonAmundi Pioneer Institutional Asset Management, Inc. otherBeaumont Financial Partners LLC otherOtherJan 3, 2017Apr 4, 2017 (91 d)
Eric Lawrence BiegeleisenBroadmeadow Capital, LLC otherBeaumont Financial Partners LLC otherOtherJun 20, 2016Jan 30, 2017 (224 d)
Zachary Alan StoutFreedom Investment Management, Inc. otherBeaumont Financial Partners LLC otherOtherMay 24, 2016May 10, 2017 (351 d)
Robert Sean AlimenaGerstein Fisher otherBeaumont Financial Partners LLC otherOtherApr 8, 2015May 20, 2015 (42 d)
James John BulgerAssetmark, Inc. otherBeaumont Financial Partners LLC otherOtherOct 7, 2014Dec 15, 2014 (69 d)
Wes TaylorAssetmark, Inc. otherBeaumont Financial Partners LLC otherOtherOct 7, 2014Jan 26, 2015 (111 d)
Adam Richard WojtkowskiCitizens Securities, Inc. otherBeaumont Financial Partners LLC otherOtherFeb 7, 2014Feb 24, 2014
Arash Adam KadivarE*Trade Capital Management, LLC otherBeaumont Financial Partners LLC otherOtherOct 4, 2013Nov 21, 2013 (48 d)
Courtney Arlene DoyleFiduciary Trust International, LLC otherBeaumont Financial Partners LLC otherOtherMar 14, 2013Apr 8, 2014 (390 d)
Robert David SchneiderStrategic Advisers LLC national BDBeaumont Financial Partners LLC otherOtherFeb 8, 2013Apr 29, 2013 (80 d)
Joshua Spielman GlazerEnvestnet Pmc otherBeaumont Financial Partners LLC otherOtherOct 12, 2012Oct 26, 2012
Robert Sean AlimenaUsaa Financial Planning Services no RAUMBeaumont Financial Partners LLC otherOtherMar 30, 2012Apr 17, 2012
David Jay WeismanMutual Of Omaha Investor Services, Inc. no RAUMBeaumont Financial Partners LLC otherOtherFeb 16, 2012Oct 26, 2012 (253 d)
Daniel Robert ZibinskasShepherd Kaplan LLC otherBeaumont Financial Partners LLC otherOtherOct 17, 2011Oct 31, 2011
Robert J DepascaleStrategic Advisers LLC national BDBeaumont Financial Partners LLC otherOtherJul 15, 2010Jul 27, 2010
Adam Jonathan BourkStrategic Advisers LLC national BDBeaumont Financial Partners LLC otherOtherFeb 13, 2009Jun 19, 2009 (126 d)
Charles Michael GarabedianFidelity Personal Trust Company, Fsb unclassifiedBeaumont Financial Partners LLC otherOtherMar 13, 2007Apr 23, 2007 (41 d)
Daniel Bram JacobStrategic Advisers LLC national BDBeaumont Financial Partners LLC otherOtherSep 22, 2005Nov 22, 2005 (61 d)
Jeffrey Charles SmithStrategic Advisers LLC national BDBeaumont Financial Partners LLC otherOtherMar 24, 2005May 12, 2005 (49 d)
Peter Michael GirardStrategic Advisers LLC national BDBeaumont Financial Partners LLC otherOtherNov 19, 2004Nov 30, 2004
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24 moves match.