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

BEACON POINTE ADVISORS, LLC

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

Sep 30, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Sep 30, 1998

First registration

May 12, 2014

Dual registered

no

Other names

CARRIE GALLAWAY|CARRIE SUSANNE GALLAWAY|Carrie Gallaway-Maglia

IAPD individual key

3102691

• Occurred

  Apr 21, 2023
  Advisor changed firm

  Carrie Gallaway Maglia left Yorkbridge Wealth Partners, Llc for Beacon Pointe Advisors, Llc (registered 2023-04-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2d74593c-c7cf-e647-f6ab-2c5485484f46

First observed

May 12, 2014

Last observed

Sep 15, 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.