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.

Current firm

KILTER GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 7, 2009

First registration

Jan 19, 2010

Dual registered

no

Other names

CHRISTINA LYNN HEERE-BEYER

IAPD individual key

5678485

• Occurred

  Jul 14, 2025
  Advisor changed firm

  Christina Lynn White left Beacon Pointe Advisors, Llc for Kilter Group (registered 2025-07-30)

  Form ADVobserved 5 days ago
• Occurred

  Mar 8, 2024
  Advisor changed firm

  Christina Lynn White left Keeney Financial Group Inc. for Beacon Pointe Advisors, Llc (registered 2024-03-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:08e79eea-df24-7bf8-acc9-d72e694d57b7

First observed

Jan 19, 2010

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.