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Advisor at BEACON POINTE ADVISORS, LLC
Flint, MI | NEWPORT BEACH, CA
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 15, 2026 | n/a | yes | Flint, MI|NEWPORT BEACH, CA | Current employment |
| STEPHENS CONSULTING, LLC | Former SEC adviser | Oct 1, 2021 | Dec 31, 2025 | no | FLINT, MI | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Sep 23, 2021 | Oct 11, 2021 | no | Flint, MI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 2, 2015 | Aug 25, 2021 | no | ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEPHENS CONSULTING, LLC | BEACON POINTE ADVISORS, LLC | Dec 31, 2025 | Jan 15, 2026 | 15 | Firm change | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | STEPHENS CONSULTING, LLC | Oct 11, 2021 | Oct 1, 2021 | -10 | Firm change | Ibd to new firm |
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Aug 25, 2021 | Sep 23, 2021 | 29 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 308970:119290:MI:2025-12-31 | Dec 31, 2025 | Jan 15, 2026 | FLINT, MI | Firm change |
| 149018:308970:MI:2021-10-11 | Oct 11, 2021 | Oct 1, 2021 | FLINT, MI | Firm change |