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.

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

Oct 22, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Oct 22, 2001

First registration

Feb 12, 2020

Dual registered

no

Other names

BILL THOMPSON|WILLIAM SAMUEL THOMPSON|BILL SAMUEL THOMPSON III|WILLIAM SAMUEL THOMPSON III

IAPD individual key

4443407

• Occurred

  Sep 14, 2022
  Advisor changed firm

  William Samuel Thompson left Litman Gregory Wealth Management, Llc for Beacon Pointe Advisors, Llc (registered 2023-03-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:81343b3c-2e33-a5dd-511b-e7cafd450d18

First observed

Feb 12, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.