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Advisor at BEACON POINTE ADVISORS, LLC
BONITA SPRINGS, FL | 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 | Mar 10, 2022 | n/a | yes | NEWPORT BEACH, CA|BONITA SPRINGS, FL | Current employment |
| SOUTHERN TRUST FINANCIAL PLANNING | Former SEC adviser | Jan 28, 2010 | Mar 1, 2022 | no | BONITA SPRINGS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOUTHERN TRUST FINANCIAL PLANNING | BEACON POINTE ADVISORS, LLC | Mar 1, 2022 | Mar 10, 2022 | 9 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 131377:119290:FL:2022-03-01 | Mar 1, 2022 | Mar 10, 2022 | BONITA SPRINGS, FL | Firm change |