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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant35 years in industry

HEATHER O'NEILL FAIRBANKS

Advisor at BEACON POINTE ADVISORS, LLC

Skokie, IL | NEWPORT BEACH, CA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 13, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Apr 15, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63
First exam: Apr 15, 1991
First registration: Nov 13, 2006
Dual registered: no
Other names: HEATHER RENEE ONEILL|HEATHER RENEE ONEILL FAIRBANKS|HEATHER RENEE O'NEILL|HEATHER ONEILL FAIRBANKS
IAPD individual key: 2135206

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON POINTE ADVISORS, LLC	Independent wealth	Jan 30, 2023	n/a	yes	Skokie, IL\|NEWPORT BEACH, CA	Current employment
STRATEGIC FINANCIAL DESIGNS, INC.	Former SEC adviser	May 30, 2018	Jul 3, 2019	no	Bloomfield Hills, MI\|NORTHFIELD, IL	Previous registration
MICHIGAN FINANCIAL ADVISORS CORPORATION	n/a	Jun 4, 2010	Jun 25, 2020	no	BLOOMFIELD HILLS, MI	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Nov 13, 2006	Jan 9, 2023	no	BLOOMFIELD HILLS, MI\|SKOKIE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FSC SECURITIES CORPORATION	MICHIGAN FINANCIAL ADVISORS CORPORATION	Jan 9, 2023	Jun 4, 2010	-4,602	Firm change after gap	Other
MICHIGAN FINANCIAL ADVISORS CORPORATION	STRATEGIC FINANCIAL DESIGNS, INC.	Jun 25, 2020	May 30, 2018	-757	Firm change after gap	Other
STRATEGIC FINANCIAL DESIGNS, INC.	BEACON POINTE ADVISORS, LLC	Jul 3, 2019	Jan 30, 2023	1,307	Firm change after gap	Other

Relationships

Registered with (4)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Jan 30, 2023 to presentfactForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 13, 2006 to Jan 9, 2023factForm ADV
→ MICHIGAN FINANCIAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Jun 4, 2010 to Jun 25, 2020factForm ADV
→ STRATEGIC FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
May 30, 2018 to Jul 3, 2019factForm ADV

Dated events

Occurred
Jan 9, 2023
Advisor changed firm
Heather O'Neill Fairbanks left Fsc Securities Corporation for Michigan Financial Advisors Corporation (registered 2010-06-04)
Form ADVobserved 4 days ago