DFX Intelligence
Advisor moves
Arrivals at Beaumont Asset Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Marco Javier Rimassa | Cfe Financial unclassified | Beaumont Asset Management, LLC independent RIA | Other | Feb 13, 2025 | Jan 2, 2025 |
| Francis Pierce Coker | Fermata Capital Management, LLC unclassified | Beaumont Asset Management, LLC other | Other | Nov 23, 2004 | Jun 16, 2009 (1666 d) |
Page 1 of 1
2 moves match.