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Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | Andover, 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 | Jan 30, 2026 | n/a | yes | Andover, MA|NEWPORT BEACH, CA | Current employment |
| THE FINANCIAL ADVISORS, LLC | Former SEC adviser | Aug 16, 2022 | Mar 12, 2026 | no | ANDOVER, MA|ANDOVER, MA|NEW YORK, NY|NEW YORK, NY | Previous registration |
| WOODSIDE WEALTH MANAGEMENT | Independent wealth | Apr 30, 2019 | May 13, 2022 | no | SUDBURY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE FINANCIAL ADVISORS, LLC | BEACON POINTE ADVISORS, LLC | Mar 12, 2026 | Jan 30, 2026 | -41 | Firm change after gap | RIA to RIA |
| WOODSIDE WEALTH MANAGEMENT | THE FINANCIAL ADVISORS, LLC | May 13, 2022 | Aug 16, 2022 | 95 | Firm change | RIA to RIA |