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 Strategies Corp.
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 |
|---|---|---|---|---|---|
| David Scott Trettel | Robert W. Baird & Co. Incorporated mixed wealth | Beacon Financial Strategies Corp. independent RIA | RIA to RIA | Jan 25, 2024 | Oct 29, 2024 (278 d) |
| Stephanie C Murray | First Command Financial Planning, Inc. other | Beacon Financial Strategies Corp. other | Other | Jun 19, 2013 | Nov 5, 2013 (139 d) |
| Nathan Ross Hymiller | Townsend Asset Management Corp. other | Beacon Financial Strategies Corp. other | Other | Dec 3, 2004 | Jan 28, 2005 (56 d) |
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3 moves match.