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 Beam Wealth Advisors, 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
Ryan Matthew FlurieSummit Financial, LLC BD affiliatedBeam Wealth Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2026Aug 6, 2026
Colton CampbellLPL Enterprise, LLC BD affiliatedBeam Wealth Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 11, 2026Mar 4, 2026
Gabrielle Elizabeth KongFocus Partners Wealth, LLC independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIASep 2, 2025Apr 15, 2026 (225 d)
John Edward JarviseRaskob Kambourian Financial Advisors, Ltd. independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAApr 24, 2025Mar 5, 2025
Russell ClarkeBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024May 28, 2024
Baburhan GucerBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024May 26, 2023
Cheryl Lois ScoutBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Mar 1, 2024
Jaime Andres BenedettiBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Jan 4, 2024
Erik Tomas AnhausBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024May 29, 2024
Heather J GardnerBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Mar 19, 2024
Adam Michael HowardBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Jun 4, 2024
Jeffrey Charles ConeBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Apr 3, 2023
Christopher A CristalloBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024Mar 19, 2024
Arish Samir NuraniBenedetti, Gucer & Associates independent RIABeam Wealth Advisors, Inc. independent RIARIA to RIAJun 17, 2024May 6, 2024
Garrett Paul LerouxAmeriprise Financial Services, LLC national BDBeam Wealth Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2022Feb 9, 2022
Aaron Wayne SchulerPark Avenue Securities LLC BD affiliatedBeam Wealth Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2019Apr 15, 2019
Justin A FalzonePark Avenue Securities LLC BD affiliatedBeam Wealth Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2019Jul 1, 2019 (62 d)
John Jude ScallanSecurities America Advisors, Inc. BD affiliatedBeam Wealth Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2018Jul 19, 2018
Colin Bryant AultLPL Financial LLC otherBeam Wealth Advisors, Inc. otherOtherMar 22, 2017Oct 16, 2013
Brent Wayne WhiddonLPL Financial LLC otherBeam Wealth Advisors, Inc. otherOtherJan 19, 2017Oct 31, 2012
Richard C WethingtonLPL Financial LLC otherBeam Wealth Advisors, Inc. otherOtherApr 22, 2016Apr 26, 2016
Gregory John WozniakUniversal Financial Planning Consultants, Inc. otherBeam Wealth Advisors, Inc. otherOtherDec 31, 2015Mar 9, 2015
Brian Christopher LockUniversal Financial Planning Consultants, Inc. otherBeam Wealth Advisors, Inc. otherOtherDec 31, 2015Mar 9, 2015
William Bernard AlbairUniversal Financial Planning Consultants, Inc. otherBeam Wealth Advisors, Inc. otherOtherDec 31, 2015Mar 9, 2015
Joseph Andrew DavisEquitable Advisors, LLC national BDBeam Wealth Advisors, Inc. otherOtherNov 10, 2015Nov 10, 2015
Susan Rene SommerLPL Financial LLC otherBeam Wealth Advisors, Inc. otherOtherJul 21, 2015Apr 20, 2015
William Bailey CaveLPL Financial LLC otherBeam Wealth Advisors, Inc. otherOtherSep 23, 2014Mar 25, 2014
Jason Dewayne SpearsLPL Financial LLC otherBeam Wealth Advisors, Inc. otherOtherJun 11, 2013Jun 11, 2013
Cameron L RayLPL Financial LLC otherBeam Wealth Advisors, Inc. otherOtherMar 27, 2013Nov 8, 2013 (226 d)
Curtis Brian WilsonSummit Investment Group, LLC otherBeam Wealth Advisors, Inc. otherOtherDec 31, 2012Nov 20, 2012
Amy Lynn BettsStrategic Financial Concepts, LLC otherBeam Wealth Advisors, Inc. independent RIAOtherDec 31, 2012Jun 7, 2019 (2349 d)
Eric Christopher DubrocHancock Whitney Investment Services Inc. otherBeam Wealth Advisors, Inc. otherOtherDec 19, 2012Jul 8, 2013 (201 d)
Frank CongemiLPL Financial LLC otherBeam Wealth Advisors, Inc. independent RIAOtherMay 6, 2011May 4, 2018 (2555 d)
Joseph Michael PriscoMorgan Keegan & Company, LLC otherBeam Wealth Advisors, Inc. otherOtherFeb 17, 2010Feb 23, 2010
Lowell Emerson DeverMutual Service Corporation unclassifiedBeam Wealth Advisors, Inc. otherOtherSep 8, 2009May 13, 2013 (1343 d)
Charlotte S AdcockMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBeam Wealth Advisors, Inc. otherOtherMay 1, 2009Jun 2, 2009 (32 d)
Joseph Michael O'SullivanValic Financial Advisors, Inc. otherBeam Wealth Advisors, Inc. otherOtherOct 15, 2008Jan 22, 2009 (99 d)
Beverly Ogles DavisNfp Advisor Services, LLC otherBeam Wealth Advisors, Inc. otherOtherMar 2, 2007Oct 25, 2011 (1698 d)
William Joseph RomeoMutual Service Corporation unclassifiedBeam Wealth Advisors, Inc. otherOtherDec 2, 2003Feb 10, 2003
Thomas Allen GrifforeMorgan Stanley Dw Inc. unclassifiedBeam Wealth Advisors, Inc. otherOtherDec 9, 2002Feb 7, 2003 (60 d)
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40 moves match.