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 Harbor Wealth Advisors
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 |
|---|---|---|---|---|---|
| Connor Alexander Parker | Parker Financial Group unclassified | Beacon Harbor Wealth Advisors independent RIA | Other | Sep 24, 2024 | Sep 24, 2024 |
| George Gardes Macdonald | Wells Fargo Advisors wirehouse | Beacon Harbor Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2019 | May 16, 2019 |
| Jeremy Wayne Ingram | Wells Fargo Advisors wirehouse | Beacon Harbor Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2019 | May 16, 2019 |
| Maury Andrew Stone | Wells Fargo Advisors wirehouse | Beacon Harbor Wealth Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2019 | Feb 22, 2019 |
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4 moves match.