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 Beacon Financial Group
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 |
|---|---|---|---|---|---|
| Oliver Earl Matison | Kestra Advisory Services, LLC BD affiliated | Beacon Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2025 | Nov 5, 2021 |
| Ariana Kathleen Marek | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Beacon Financial Group independent RIA | Wirehouse to independent RIA | Aug 6, 2024 | Apr 7, 2025 (244 d) |
| Kasem Mohammad Abdullah | Fisher Investments independent RIA | Beacon Financial Group independent RIA | RIA to RIA | Mar 8, 2024 | Apr 18, 2024 (41 d) |
| Brandon Keith Sherbert | Fortitude Advisory Group L.L.C. other | Beacon Financial Group other | Other | May 29, 2013 | Sep 27, 2013 (121 d) |
| Marc Stephen Thiltgen | Monte Vista Wealth Management, Inc. unclassified | Beacon Financial Group other | Other | Apr 18, 2013 | May 13, 2013 |
| Stephen Francis Shelvey | Charles Schwab & Co., Inc. national BD | Beacon Financial Group other | Other | Jul 12, 2011 | Sep 9, 2011 (59 d) |
| Eric John Zipfel | Td Ameritrade, Inc. no RAUM | Beacon Financial Group other | Other | Jan 25, 2010 | Apr 12, 2010 (77 d) |
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7 moves match.