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RIA / WealthAdvisor16 years in industry

Anca Garcia

Advisor at BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA | Montvale, NJ

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Search this name across graphsid dfx:ria:72481719-5be8-a3f6-88a4-e4e4260fa80a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Sep 19, 2012 to Sep 14, 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: Dec 23, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 23, 2009
First registration: Sep 19, 2012
Dual registered: no
Other names: ANCA MARTINEZ|ANCA GRADINARU|ANCA MARTINEZ|ANCA MATEI
IAPD individual key: 5534035

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	Jun 4, 2024	n/a	yes	Montvale, NJ\|NEWPORT BEACH, CA	Current employment
LEGACY EDGE ADVISORS	Independent wealth	Nov 8, 2023	Feb 1, 2024	no	SYOSSET, NY	Previous registration
WEALTHSHIELD PARTNERS, LLC	Independent wealth	Nov 9, 2022	Nov 1, 2023	no	Roseland, NJ\|CARY, NC	Previous registration
MORGAN STANLEY	Wirehouse	Jan 20, 2022	Feb 18, 2022	no	Paramus, NJ	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Oct 13, 2015	Nov 13, 2020	no	HACKENSACK, NJ	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Apr 30, 2015	Aug 27, 2015	no	PARSIPPANY, NJ	Previous registration
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Asset manager	May 27, 2014	Apr 15, 2015	no	NEW YORK, NY	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Sep 19, 2012	Sep 24, 2013	no	Basking Ridge, NJ\|MORRISTOWN, 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
LEGACY EDGE ADVISORS	BEACON POINTE ADVISORS, LLC	Feb 1, 2024	Jun 4, 2024	124	Firm change	RIA to RIA
WEALTHSHIELD PARTNERS, LLC	LEGACY EDGE ADVISORS	Nov 1, 2023	Nov 8, 2023	7	Firm change	RIA to new firm
MORGAN STANLEY	WEALTHSHIELD PARTNERS, LLC	Feb 18, 2022	Nov 9, 2022	264	Firm change	Wirehouse to RIA
ADVICE AND PLANNING SERVICES	MORGAN STANLEY	Nov 13, 2020	Jan 20, 2022	433	Firm change after gap	Ibd to wirehouse
SIGNATOR INVESTORS, INC.	ADVICE AND PLANNING SERVICES	Aug 27, 2015	Oct 13, 2015	47	Firm change	Other
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	SIGNATOR INVESTORS, INC.	Apr 15, 2015	Apr 30, 2015	15	Firm change	Other
PRUCO SECURITIES, LLC	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Sep 24, 2013	May 27, 2014	245	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
169584:328064:NC:2023-11-01	Nov 1, 2023	Nov 8, 2023	CARY, NC	Firm change
109591:468:NY:2015-04-15	Apr 15, 2015	Apr 30, 2015	NEW YORK, NY	Firm change

Relationships

Registered with (8)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Jun 4, 2024 to presentfactForm ADV
→ LEGACY EDGE ADVISORSRegistered adviserregistration: previous registration
Nov 8, 2023 to Feb 1, 2024factForm ADV
→ WEALTHSHIELD PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 9, 2022 to Nov 1, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 20, 2022 to Feb 18, 2022factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 13, 2015 to Nov 13, 2020factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Apr 30, 2015 to Aug 27, 2015factForm ADV
→ NEW YORK LIFE INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
May 27, 2014 to Apr 15, 2015factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 19, 2012 to Sep 24, 2013factForm ADV

Dated events

Occurred
Feb 1, 2024
Advisor changed firm
Anca Garcia left Legacy Edge Advisors for Beacon Pointe Advisors, Llc (registered 2024-06-04)
Form ADVobserved 4 days ago
Occurred
Nov 1, 2023
Advisor changed firm
Anca Garcia left Wealthshield Partners, Llc for Legacy Edge Advisors (registered 2023-11-08)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2022
Advisor changed firm
Anca Garcia left Morgan Stanley for Wealthshield Partners, Llc (registered 2022-11-09)
Form ADVobserved 4 days ago