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Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | Palm Beach Gardens, FL | Jericho, NY
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 | Aug 29, 2025 | n/a | yes | Jericho, NY|Palm Beach Gardens, FL|NEWPORT BEACH, CA | Current employment |
| AMORE AMBRO, LLC | Former SEC adviser | Mar 29, 2021 | Sep 12, 2025 | no | PALM BEACH GARDENS, FL | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Jan 10, 2006 | Feb 14, 2018 | no | JERICHO, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMORE AMBRO, LLC | BEACON POINTE ADVISORS, LLC | Sep 12, 2025 | Aug 29, 2025 | -14 | Firm change | RIA to RIA |
| RBC CAPITAL MARKETS, LLC | AMORE AMBRO, LLC | Feb 14, 2018 | Mar 29, 2021 | 1,139 | Firm change after gap | Ibd to RIA |