DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BEACON POINTE ADVISORS, LLC
Stoneham, MA | NEWPORT BEACH, CA
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 11, 2026 | n/a | yes | Stoneham, MA|NEWPORT BEACH, CA | Current employment |
| FINANCIALLY IN TUNE | Former SEC adviser | Feb 14, 2011 | Aug 5, 2026 | no | STONEHAM, MA | Previous registration |
| BACK BAY FINANCIAL GROUP, INC. | n/a | Feb 25, 1996 | Dec 31, 2010 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIALLY IN TUNE | BEACON POINTE ADVISORS, LLC | Aug 5, 2026 | May 11, 2026 | -86 | Firm change after gap | RIA to RIA |
| BACK BAY FINANCIAL GROUP, INC. | FINANCIALLY IN TUNE | Dec 31, 2010 | Feb 14, 2011 | 45 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 156200:119290:MA:2026-08-05 | Aug 5, 2026 | May 11, 2026 | STONEHAM, MA | Firm change after gap |