DFX Intelligence

Data Factory

RIA / WealthAdvisor10 years in industry

James G Elliott

Advisor at BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA | Portsmouth, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6cfccb47-53c4-0b26-dbc6-2369c8e872fc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2018 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: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65
First exam: May 14, 2018
First registration: Jun 6, 2018
Dual registered: no
IAPD individual key: 6917918

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	Mar 10, 2025	n/a	yes	NEWPORT BEACH, CA\|Portsmouth, NH	Current employment
ONEPOINT BFG WEALTH PARTNERS	Independent wealth	Jul 7, 2022	Oct 9, 2023	no	PARSIPPANY, NJ	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Jun 30, 2020	Jul 20, 2022	no	MORRISTOWN, NJ\|Fairfield, NJ	Previous registration
BEACON POINTE WEALTH ADVISORS, LLC	Former SEC adviser	Apr 22, 2019	Apr 27, 2020	no	Summit, NJ\|NEWPORT BEACH, CA	Previous registration
BEACON POINTE ADVISORS, LLC	Independent wealth	Apr 22, 2019	Aug 5, 2020	no	Summitt, NJ\|NEWPORT BEACH, CA	Previous registration
HELLER WEALTH ADVISORS, LLC.	Former SEC adviser	Jun 6, 2018	May 7, 2019	no	SUMMIT, NJ	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
ONEPOINT BFG WEALTH PARTNERS	BEACON POINTE ADVISORS, LLC	Oct 9, 2023	Mar 10, 2025	518	Firm change after gap	RIA to RIA
PRIVATE ADVISOR GROUP, LLC	ONEPOINT BFG WEALTH PARTNERS	Jul 20, 2022	Jul 7, 2022	-13	Bulk transfer	Ibd to RIA
BEACON POINTE ADVISORS, LLC	PRIVATE ADVISOR GROUP, LLC	Aug 5, 2020	Jun 30, 2020	-36	Firm change after gap	RIA to RIA
BEACON POINTE WEALTH ADVISORS, LLC	BEACON POINTE ADVISORS, LLC	Apr 27, 2020	Apr 22, 2019	-371	Bulk transfer	RIA to RIA
HELLER WEALTH ADVISORS, LLC.	BEACON POINTE WEALTH ADVISORS, LLC	May 7, 2019	Apr 22, 2019	-15	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
318366:119290:NJ:2023-10-09	Oct 9, 2023	Mar 10, 2025	PARSIPPANY, NJ	Firm change after gap
153730:151328:NJ:2019-05-07	May 7, 2019	Apr 22, 2019	SUMMIT, NJ	Firm change

Relationships

Registered with (5)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 22, 2019 to Aug 5, 2020factForm ADV
→ ONEPOINT BFG WEALTH PARTNERSRegistered adviserregistration: previous registration
Jul 7, 2022 to Oct 9, 2023factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Jun 30, 2020 to Jul 20, 2022factForm ADV
→ BEACON POINTE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 22, 2019 to Apr 27, 2020factForm ADV
→ HELLER WEALTH ADVISORS, LLC.Registered adviserregistration: previous registration
Jun 6, 2018 to May 7, 2019factForm ADV

Dated events

Occurred
Oct 9, 2023
Advisor changed firm
James G Elliott left Onepoint Bfg Wealth Partners for Beacon Pointe Advisors, Llc (registered 2025-03-10)
Form ADVobserved 5 days ago