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Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | San Diego, 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 18, 2024 | n/a | yes | San Diego, CA|NEWPORT BEACH, CA | Current employment |
| ADVANCED PRACTICE ADVISORS, LLC | Former SEC adviser | Oct 21, 2011 | May 3, 2018 | no | LA QUINTA, CA | Previous registration |
| INGHAM WEALTH MANAGEMENT, INC | n/a | Jun 30, 2008 | Jul 1, 2024 | no | SAN DIEGO, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 31, 1997 | Oct 31, 2011 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INGHAM WEALTH MANAGEMENT, INC | ADVANCED PRACTICE ADVISORS, LLC | Jul 1, 2024 | Oct 21, 2011 | -4,637 | Firm change after gap | Other |
| ADVANCED PRACTICE ADVISORS, LLC | BEACON POINTE ADVISORS, LLC | May 3, 2018 | Jan 18, 2024 | 2,086 | Firm change after gap | RIA to RIA |
| LPL FINANCIAL LLC | INGHAM WEALTH MANAGEMENT, INC | Oct 31, 2011 | Jun 30, 2008 | -1,218 | Firm change after gap | Other |