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 Global Advisor Network, 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
Darragh GallagherSkybound Wealth USA independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAApr 27, 2026May 1, 2026
Christopher Anthony GriffinBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJan 22, 2026Jan 22, 2026
John MorganBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIADec 24, 2025Feb 23, 2026 (61 d)
Edward James KingBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIANov 7, 2025Dec 15, 2025 (38 d)
Alex David Milligan CockerillBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAOct 9, 2025Oct 7, 2025
Dean ArdenBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAOct 9, 2025Feb 11, 2026 (125 d)
Christopher ThorntonBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAOct 7, 2025Oct 9, 2025
Jerome Philippe PerkinsSchaefer Financial Management, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAAug 8, 2025Aug 21, 2025
Lee Anne FosterStoever Glass Wealth Management, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAFeb 7, 2025Mar 12, 2025 (33 d)
Jonathan HenkelsSavant Wealth Management independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJan 29, 2025Feb 25, 2025
Calvin ThomasBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJan 16, 2025Mar 3, 2026 (411 d)
Trevor HullBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJan 15, 2025Mar 7, 2025 (51 d)
Myles Edward Sydney DaviesBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIADec 31, 2024Aug 19, 2025 (231 d)
Amber Lilly VeroniqueLeo Wealth, LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIANov 1, 2024Oct 24, 2025 (357 d)
Marc J WeinFidelity Personal And Workplace Advisors BD affiliatedBeacon Global Advisor Network, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2024Nov 20, 2024 (46 d)
Colin Matthew KnealeAmerity Wealth Management, LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJul 29, 2024Aug 7, 2024
Matthew DohertyBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 10, 2024Apr 18, 2024
Zachary Douglas ZanghiBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 7, 2024Apr 19, 2024
Andrew Blaise AnelloBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 5, 2024Apr 26, 2024
Adrian Edward FlambardBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 5, 2024Apr 30, 2024
Matthew Thomas HunkeleBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 5, 2024Apr 18, 2024
Damien Patrick HanlyBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJun 4, 2024Apr 16, 2024
Gareth Huw JonesBrite Advisors USA, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAApr 8, 2024Apr 3, 2026 (725 d)
Nicolas Justin MauricioSkybound Wealth USA independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIASep 11, 2023Aug 10, 2023
Craig Nicholas MurrinSkybound Wealth USA independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIASep 11, 2023Aug 7, 2023
Michael Andre JordanSkybound Wealth USA independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIASep 8, 2023Sep 8, 2023
Daniel MesaSkybound Wealth USA independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIASep 8, 2023Aug 10, 2023
Graham BentleyHoxton Wealth independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAMay 24, 2023May 8, 2025 (715 d)
Jonathan Alexander WillisHoxton Wealth independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAMar 22, 2023May 17, 2023 (56 d)
Cedric BernierWells Fargo Advisors wirehouseBeacon Global Advisor Network, LLC independent RIAWirehouse to independent RIAMay 6, 2022May 17, 2022
George Barrie StaintonHoxton Wealth independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAMay 2, 2022Jun 28, 2022 (57 d)
Thomas Martin BernhardtAksia Ca LLC institutionalBeacon Global Advisor Network, LLC independent RIAOtherDec 23, 2021Dec 9, 2025 (1447 d)
Jacob L. SheltonJ.P. Morgan Securities LLC wirehouseBeacon Global Advisor Network, LLC independent RIAWirehouse to independent RIAJun 28, 2021Sep 9, 2025 (1534 d)
Trevor Samuel OdomArmada Advisors independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAMay 6, 2021Sep 1, 2021 (118 d)
Sherwood Allison BarbourGradient Investments, LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIASep 3, 2020Apr 25, 2022 (599 d)
Giuseppe RiggiPgim Investments LLC asset managerBeacon Global Advisor Network, LLC independent RIAOtherAug 28, 2018Nov 7, 2024 (2263 d)
Joshua Craig FainClaraphi Advisory Network, LLC independent RIABeacon Global Advisor Network, LLC no RAUMRIA to a newly registered adviserMay 17, 2018Feb 14, 2018
Joseph Anthony FischettiDelta Financial Advisors, Inc otherBeacon Global Advisor Network, LLC no RAUMOtherDec 31, 2017Oct 19, 2017
Philip Thomas PurpuraEquitable Advisors, LLC national BDBeacon Global Advisor Network, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 14, 2017Mar 10, 2022 (1547 d)
Scott Patrick EvansNorthwestern Mutual Investment Services,LLC no RAUMBeacon Global Advisor Network, LLC independent RIAOtherDec 7, 2017Jan 5, 2021 (1125 d)
Lewis Jay RinghamBrite Advisors USA, Inc. otherBeacon Global Advisor Network, LLC no RAUMOtherMay 1, 2017Jul 11, 2017 (71 d)
Michael Andre JordanBrite Advisors USA, Inc. otherBeacon Global Advisor Network, LLC no RAUMOtherMay 1, 2017Jul 11, 2017 (71 d)
Nathan Charles TarrBrite Advisors USA, Inc. otherBeacon Global Advisor Network, LLC no RAUMOtherMar 29, 2017Jul 11, 2017 (104 d)
David Robert WattlesUk Pension Consultants LLC unclassifiedBeacon Global Advisor Network, LLC no RAUMOtherDec 31, 2015Aug 29, 2017 (607 d)
Martin E JensenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBeacon Global Advisor Network, LLC independent RIAWirehouse to independent RIASep 4, 2012Apr 25, 2025 (4616 d)
Eric Charles LindMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBeacon Global Advisor Network, LLC independent RIAWirehouse to independent RIAAug 19, 2010Mar 14, 2022 (4225 d)
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46 moves match.