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 Capital Management, 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
Micah FretzForthright Capital independent RIABeacon Capital Management, Inc. mixed wealthRIA to RIAOct 27, 2025Nov 19, 2025
Stephen Thomas BogosianSwan Global Investments, LLC mixed wealthBeacon Capital Management, Inc. independent RIARIA to RIAMar 11, 2025Apr 24, 2025 (44 d)
Joseph TarpeyLPL Financial LLC BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 24, 2024Jun 27, 2024
Erik BlaseIndependent Wealth Network, Inc. independent RIABeacon Capital Management, Inc. independent RIARIA to RIANov 16, 2023Jan 17, 2024 (62 d)
Kyla WardEsi Financial Advisors independent RIABeacon Capital Management, Inc. independent RIARIA to RIASep 25, 2023Nov 2, 2023 (38 d)
Jacob Patrick McmillenNationwide Investment Advisors, LLC BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2023Feb 22, 2023
Isaiah StegmanFbl Wealth Management, LLC BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2023Feb 9, 2023
Christopher Joseph KobesAvantax Planning Partners, Inc. independent RIABeacon Capital Management, Inc. independent RIARIA to RIANov 30, 2022Jan 6, 2023 (37 d)
Andrew Joseph RinnAmeritas Advisory Services, LLC BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 23, 2022Jan 4, 2023 (42 d)
Brian Allan ThomsonBerthel Fisher & Company Financial Services, Inc. BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 24, 2022Nov 10, 2022
Leonard DursoFlexible Plan Investments Ltd mixed wealthBeacon Capital Management, Inc. independent RIARIA to RIASep 28, 2022Nov 22, 2022 (55 d)
Diavante Jamario BrownPruco Securities, LLC BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2022Apr 11, 2024 (576 d)
William Leo LoweSpc BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2021Feb 3, 2022 (92 d)
Gregory John BonzagniSpc BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2021Feb 4, 2022 (93 d)
Kerry CahillSpc BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2021Feb 10, 2022 (99 d)
John HenselerSpc BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2021Feb 7, 2022 (96 d)
Joshua SmithSpc BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2021Feb 3, 2022 (92 d)
Jesse HowieSpc BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2021Feb 2, 2022 (91 d)
Thomas Edward CornerEsi Financial Advisors BD affiliatedBeacon Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2021Sep 26, 2022 (545 d)
Steve James PersonsSignature Investments, Inc. otherBeacon Capital Management, Inc. otherOtherAug 28, 2003Jan 21, 2003
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20 moves match.