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 Advisors, 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 |
|---|---|---|---|---|---|
| Mark Alan Wolter | Harbour Investments, Inc. independent RIA | Beacon Wealth Advisors, LLC independent RIA | RIA to RIA | Mar 26, 2019 | Mar 22, 2019 |
| Joshua M Pratt | Thrivent Investment Management Inc. other | Beacon Wealth Advisors, LLC independent RIA | Other | Nov 7, 2016 | Feb 3, 2017 (88 d) |
| Chris Charles Morgan | LPL Financial LLC other | Beacon Wealth Advisors, LLC independent RIA | Other | Oct 30, 2014 | Nov 3, 2014 |
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3 moves match.