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 Planning, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Katherine Dimascolo | Osaic Institutions, Inc. BD affiliated | Beacon Financial Planning, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | Jul 27, 2026 (109 d) |
| Marco Farina | Westview Investment Advisors independent RIA | Beacon Financial Planning, Inc independent RIA | RIA to RIA | Nov 19, 2024 | Sep 16, 2024 |
| Lauren Gadkowski Lindsay | Westwood Wealth Management independent RIA | Beacon Financial Planning, Inc independent RIA | RIA to RIA | Dec 18, 2020 | Dec 18, 2020 |
| Kelli Marie Grew | Aaf Wealth Management, LLC independent RIA | Beacon Financial Planning, Inc independent RIA | RIA to RIA | Mar 21, 2019 | Apr 9, 2019 |
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4 moves match.