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 Trust
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 |
|---|---|---|---|---|---|
| Nicholas Thompson | RBC Rochdale, LLC BD affiliated | Beacon Trust independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | Apr 29, 2026 |
| Marc Allen Oceanak | Cetera Investment Advisers LLC BD affiliated | Beacon Trust independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 28, 2025 | Dec 16, 2025 |
| Samantha Marie Booth | Orange Investment Advisors, Inc. independent RIA | Beacon Trust independent RIA | RIA to RIA | Nov 10, 2025 | Nov 20, 2025 |
| Louis Marc Russo | Truist Advisory Services, Inc. BD affiliated | Beacon Trust independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2025 | Dec 12, 2025 (178 d) |
| Jason Bennett Apuzzio | Truist Advisory Services, Inc. BD affiliated | Beacon Trust independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2025 | Dec 12, 2025 (186 d) |
| David Andrew Pitt | Hennion & Walsh Asset Management, Inc. BD affiliated | Beacon Trust independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2025 | May 13, 2025 |
| Christopher Cvitan | World Advisory Services BD affiliated | Beacon Trust independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2022 | May 26, 2023 (158 d) |
| Earle William Jarden | Facet independent RIA | Beacon Trust independent RIA | RIA to RIA | Oct 4, 2022 | Feb 10, 2023 (129 d) |
| Evan K Smith | Atlas Fiduciary Financial, LLC independent RIA | Beacon Trust independent RIA | RIA to RIA | Jul 11, 2022 | Jul 12, 2023 (366 d) |
| Adam Todd Goldberg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Beacon Trust independent RIA | Wirehouse to independent RIA | Sep 16, 2019 | Mar 4, 2021 (535 d) |
| Melissa Marie Raimundo | Wells Fargo Advisors wirehouse | Beacon Trust independent RIA | Wirehouse to independent RIA | Jul 11, 2018 | Sep 12, 2019 (428 d) |
| Brian Mcgann | UBS Financial Services Inc. wirehouse | Beacon Trust other | Other | Sep 12, 2017 | Jan 12, 2018 (122 d) |
| John Charles Pawlik | Lassus Wherley other | Beacon Trust other | Other | Mar 10, 2017 | Apr 21, 2017 (42 d) |
| Stefan Noah Hermann | Fisher Investments other | Beacon Trust other | Other | May 5, 2016 | Jun 13, 2016 (39 d) |
| Patricia Anne Hall | The Mde Group, Inc. other | Beacon Trust other | Other | Dec 31, 2015 | Jul 8, 2015 |
| Michael Andrew Holt | The Mde Group, Inc. other | Beacon Trust other | Other | Dec 31, 2015 | Sep 9, 2015 |
| John Michael Longo | The Mde Group, Inc. other | Beacon Trust other | Other | Dec 31, 2015 | Jul 8, 2015 |
| John Joseph Corcoran | Tandem Investment Partners, LLC independent RIA | Beacon Trust other | Other | Nov 17, 2014 | Feb 3, 2016 (443 d) |
| Spencer Scott Marsh | Ashcar Advisors LLC unclassified | Beacon Trust other | Other | Dec 31, 2011 | Feb 25, 2016 (1517 d) |
| Diane Liu Allard | Td Wealth Management Services Inc. unclassified | Beacon Trust other | Other | May 28, 2010 | Jan 26, 2016 (2069 d) |
| Maria Dizio | Columbia Management Advisors, Inc. unclassified | Beacon Trust other | Other | Sep 7, 2004 | May 31, 2017 (4649 d) |
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21 moves match.