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, 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 |
|---|---|---|---|---|---|
| Andrew Michael Brenhaug | Simplicity Wealth other | Beacon Capital Management, LLC independent RIA | Other | May 23, 2024 | Jul 11, 2024 (49 d) |
| Connor Roggie | Commonwealth Financial Network national BD | Beacon Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2023 | Aug 10, 2023 |
| Isaac Jackson Knittle | Equitable Advisors, LLC national BD | Beacon Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2023 | May 16, 2023 |
| Chelsey Wahlman | Sagespring Wealth Partners independent RIA | Beacon Capital Management, LLC independent RIA | RIA to RIA | Mar 14, 2023 | Apr 10, 2023 |
| Richard Thomas Ferguson | U.S. Bancorp Investments, Inc. BD affiliated | Beacon Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2021 | Oct 6, 2021 |
| Justin Bryant Radford | Edward Jones national BD | Beacon Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2020 | Nov 10, 2020 |
| Nicholas Craig Shoulta | Securian Financial Services, Inc. BD affiliated | Beacon Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 23, 2020 | Mar 10, 2026 (1964 d) |
| Steven Jay Kibbel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Beacon Capital Management, LLC independent RIA | Wirehouse to independent RIA | Mar 14, 2019 | Mar 26, 2019 |
| Chase Cole Grundy | Securian Financial Services, Inc. BD affiliated | Beacon Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2019 | Jan 28, 2020 (335 d) |
| Jennifer Lea Miller | Choreo, LLC independent RIA | Beacon Capital Management, LLC independent RIA | RIA to RIA | Dec 11, 2018 | Jan 28, 2020 (413 d) |
| David Lee Buselmeier | Commonwealth Financial Network national BD | Beacon Capital Management, LLC other | Other | Sep 30, 2016 | Oct 25, 2016 |
| William S Rogers | Kalos Management other | Beacon Capital Management, LLC other | Other | Aug 23, 2016 | Aug 16, 2016 |
| Tyron Blake Draper | Esi Financial Advisors other | Beacon Capital Management, LLC other | Other | Apr 7, 2016 | Apr 13, 2016 |
| Jonathan Shawn Maxson | Madison Avenue Securities, LLC other | Beacon Capital Management, LLC other | Other | Sep 30, 2013 | Sep 30, 2015 (730 d) |
| Cameron Wayne Benson | Madison Avenue Securities, LLC other | Beacon Capital Management, LLC other | Other | Sep 27, 2013 | Sep 30, 2015 (733 d) |
| Daniel P J Benson | Madison Avenue Securities, LLC other | Beacon Capital Management, LLC independent RIA | Other | Sep 27, 2013 | Jan 1, 2025 (4114 d) |
| Frankie Victor Merritt | Msi Financial Services, Inc. other | Beacon Capital Management, LLC independent RIA | Other | Jul 21, 2010 | Jan 1, 2025 (5278 d) |
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17 moves match.