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 Beaumont Financial Partners
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 |
|---|---|---|---|---|---|
| Trent Cameron Schneider | The Baha no RAUM | Beaumont Financial Partners independent RIA | Other | Oct 9, 2023 | Aug 18, 2025 (679 d) |
| Brenden Todd King | Schwab Wealth Advisory, Inc. no RAUM | Beaumont Financial Partners independent RIA | Other | Jul 31, 2023 | Sep 12, 2023 (43 d) |
| Owen Gilmore | Corient BD affiliated | Beaumont Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2023 | Jul 26, 2023 |
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3 moves match.