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Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | Stoneham, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | Independent wealth | May 19, 2026 | n/a | yes | Stoneham, MA|NEWPORT BEACH, CA | Current employment |
| FINANCIALLY IN TUNE | Former SEC adviser | Feb 17, 2017 | Aug 5, 2026 | no | STONEHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIALLY IN TUNE | BEACON POINTE ADVISORS, LLC | Aug 5, 2026 | May 19, 2026 | -78 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 156200:119290:MA:2026-08-05 | Aug 5, 2026 | May 19, 2026 | STONEHAM, MA | Firm change after gap |