JOIN BEYOND, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
337915
Registered since
September 30, 2025

Firm profile

FINTRX

Overview

Join Beyond, LLC is a limited liability company that registered with the SEC in 2025 and is owned by an individual. The firm is categorized as unclassified in the dataset and is not identified as a capital allocator. Its activity profile shows it operating in sponsor and management roles for pooled investment vehicles, serving as sponsor, general partner, and managing member rather than acting primarily as a retail advisory platform. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • William Dickinson

    Founder & PartnerCRD 8170441

  • Daniel Magy

    Board MemberCRD 8170446

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1331 Fern St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth