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 Wealth Consultants, 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
Chase CavanaughCadaret Grant & Co Inc BD affiliatedBeacon Wealth Consultants, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2025Nov 17, 2025 (108 d)
Jon Andrew MatlockAmerican Financial Planning, Inc. state registeredBeacon Wealth Consultants, Inc. independent RIAOtherFeb 8, 2024Jan 4, 2024
Scott Wilbur LucasTouchstone Capital, Inc. independent RIABeacon Wealth Consultants, Inc. independent RIARIA to RIAJan 3, 2022Jan 10, 2022
Jerry Lee McmillanBb&T Investment Services, Inc. otherBeacon Wealth Consultants, Inc. otherOtherMar 13, 2017Apr 27, 2017 (45 d)
Laura Steffey MossRobert W. Baird & Co. Incorporated otherBeacon Wealth Consultants, Inc. otherOtherDec 14, 2016Aug 4, 2017 (233 d)
Hillary Ann SunderlandVicus Capital, Inc. otherBeacon Wealth Consultants, Inc. otherOtherMay 2, 2016Sep 1, 2017 (487 d)
Trina L HannerStewardship Advisory Group, LLC otherBeacon Wealth Consultants, Inc. otherOtherNov 3, 2014Nov 3, 2014
Terry Lavon GeterNext Financial Group, Inc. otherBeacon Wealth Consultants, Inc. otherOtherMay 27, 2014May 26, 2011
Stacey Ann ZahoranskiWells Fargo Advisors wirehouseBeacon Wealth Consultants, Inc. otherOtherJul 9, 2013Jul 9, 2013
Kirk Clayton HobartHigher Ground Financial, LLC unclassifiedBeacon Wealth Consultants, Inc. independent RIAOtherMar 12, 2013Jul 21, 2022 (3418 d)
Cassandra C. LaymonNext Financial Group, Inc. otherBeacon Wealth Consultants, Inc. otherOtherSep 5, 2012May 31, 2012
Richard Stephen LaymonQa3 Financial LLC unclassifiedBeacon Wealth Consultants, Inc. otherOtherDec 31, 2010Jan 1, 2011
Carlos LopezUBS Financial Services Inc. wirehouseBeacon Wealth Consultants, Inc. otherOtherJul 29, 2005Apr 22, 2013 (2824 d)
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13 moves match.