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David Stanley Beckwith

Thayer Partners LLC

Wyndmoor, PA

Dedham, MA

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Current Employers
Thayer Partners Llc

Wyndmoor, PA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-07-11
  • MA RA
    APPROVED
    Since 2022-07-11

Branch Locations

Wyndmoor, PA • United States

Dedham, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Rinet Company, Llc Boston MA 06/2005 12/2021
Thayer Partners, Llc Wyndmoor PA 04/2022 Present
Unemployed Boston MA 01/2022 03/2022
  • 06/2005 → 12/2021
    Rinet Company, Llc
    Boston, MA
  • 04/2022 → Present
    Wyndmoor, PA
  • 01/2022 → 03/2022
    Unemployed
    Boston, MA
Previous Registrations
  • 2010-12-09 → 2021-12-31
    Rinet Company, Llc
    Boston, MA
  • 2004-04-02 → 2005-06-10
    Silver Bridge
    Boston, MA
Other Businesses

Dedham Institution for Savings, Board of Directors, 0-1 hours per month, none during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-19
S63 Uniform Securities Agent State Law Examination 1997-06-11
  • S65 Uniform Investment Adviser Law Examination
    1997-06-19
  • S63 Uniform Securities Agent State Law Examination
    1997-06-11
Designations
Other Names
  • David Stanly Beckwith

View on SEC IAPD

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