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

Jun 29, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jun 29, 2000

First registration

Jan 22, 2001

Dual registered

no

Other names

STACY LEIGH KELLY|STACY LEIGH BAKRI

IAPD individual key

4179467

• Occurred

  Nov 3, 2025
  Advisor changed firm

  Stacy Kelly Bakri left The Family Firm, Inc. for Beacon Pointe Advisors, Llc (registered 2025-09-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4601ed45-5e88-296a-4d23-6a70dc348f43

First observed

Jan 22, 2001

Last observed

Sep 14, 2026 7 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.