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Reading the graph
Advisor at BEACON GLOBAL ADVISOR NETWORK, LLC
Estepona
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 GLOBAL ADVISOR NETWORK, LLC | Independent wealth | Sep 9, 2025 | n/a | yes | Estepona | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Aug 31, 2018 | Jun 28, 2021 | no | LAKE OSWEGO, OR | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 7, 2016 | Jun 25, 2018 | no | Portland, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | BEACON GLOBAL ADVISOR NETWORK, LLC | Jun 28, 2021 | Sep 9, 2025 | 1,534 | Firm change after gap | Wirehouse to RIA |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | Jun 25, 2018 | Aug 31, 2018 | 67 | Firm change | Wirehouse to wirehouse |