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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65

First exam

Sep 16, 2021

First registration

Sep 21, 2021

Dual registered

no

Other names

Logan Robertson

IAPD individual key

7370584

• Occurred

  Nov 9, 2022
  Advisor changed firm

  Logan Patrick Robertson left Versant Capital Management, Inc. for Beacon Pointe Advisors, Llc (registered 2023-04-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5c7dcb52-b9fd-9090-57c4-930a4a61556f

First observed

Sep 21, 2021

Last observed

Sep 15, 2026 5 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.