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 Advisory 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.

AdvisorFromToTypeLeftRegistered
Ryan David CassCapital Analysts BD affiliatedBeacon Financial Advisory LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2026Sep 18, 2023
David Phillip StoneLincoln Investment independent RIABeacon Financial Advisory LLC otherOtherSep 10, 2024Jul 8, 2016
Philip O'TooleFourth Dimension Wealth, LLC independent RIABeacon Financial Advisory LLC independent RIARIA to RIANov 16, 2023Nov 9, 2023
Daniel L BonderCapital Analysts BD affiliatedBeacon Financial Advisory LLC otherOtherNov 13, 2023Jun 26, 2015
Jeremy Scott ClarkCapital Analysts BD affiliatedBeacon Financial Advisory LLC otherOtherOct 5, 2023Jul 1, 2015
Dean Dirk WeemhoffCapital Analysts BD affiliatedBeacon Financial Advisory LLC otherOtherOct 24, 2022Sep 9, 2015
David George OlsonCapital Analysts BD affiliatedBeacon Financial Advisory LLC otherOtherAug 9, 2022May 11, 2015
Bryan Joseph CostinCapital Analysts BD affiliatedBeacon Financial Advisory LLC otherOtherAug 9, 2022Aug 7, 2015
Nicholas Anthony PaternitiCapital Analysts BD affiliatedBeacon Financial Advisory LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2022Oct 16, 2020
Peter R FranzCapital Analysts BD affiliatedBeacon Financial Advisory LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 1, 2020Aug 6, 2018
Giuseppe VitaleLincoln Investment BD affiliatedBeacon Financial Advisory LLC otherOtherApr 15, 2020Mar 7, 2016
David TaucherDakota Wealth, LLC independent RIABeacon Financial Advisory LLC independent RIARIA to RIADec 11, 2019Apr 9, 2020 (120 d)
Karyn PistoneCapital Analysts otherBeacon Financial Advisory LLC otherOtherAug 9, 2017May 11, 2015
Peter R FranzCapital Analysts otherBeacon Financial Advisory LLC otherOtherNov 2, 2016May 11, 2015
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14 moves match.