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Advisor at BEACON POINTE ADVISORS, LLC
Larkspur, CA | 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 | Jul 15, 2025 | n/a | yes | NEWPORT BEACH, CA|Larkspur, CA | Current employment |
| WAYPOINT WEALTH PARTNERS | Former SEC adviser | Jun 8, 2012 | Jul 8, 2025 | no | MILL VALLEY, CA|San Francisco, CA|San Francisco, CA|Novato, CA | Previous registration |
| BARCLAYS CAPITAL INC. | Former SEC adviser | Jul 27, 2011 | May 14, 2012 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WAYPOINT WEALTH PARTNERS | BEACON POINTE ADVISORS, LLC | Jul 8, 2025 | Jul 15, 2025 | 7 | Firm change | RIA to RIA |
| BARCLAYS CAPITAL INC. | WAYPOINT WEALTH PARTNERS | May 14, 2012 | Jun 8, 2012 | 25 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 131155:119290:CA:2025-07-08 | Jul 8, 2025 | Jul 15, 2025 | NOVATO, CA | Firm change |