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RIA / WealthAdvisorCertified Financial Planner30 years in industry

MARK VINCENT MATHERS

Advisor at BEACON POINTE ADVISORS, LLC

WALTHAM, MA | 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 20, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 6, 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: Jul 8, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 8, 1996
First registration: Mar 6, 2006
Dual registered: no
IAPD individual key: 2747645

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 13, 2016	n/a	yes	WALTHAM, MA\|NEWPORT BEACH, CA	Current employment
BEACON POINTE WEALTH ADVISORS, LLC	Former SEC adviser	Jan 4, 2016	Apr 27, 2020	no	WALTHAM, MA\|NEWPORT BEACH, CA	Previous registration
SVB WEALTH	Independent wealth	Nov 14, 2014	Feb 5, 2015	no	BOSTON, MA	Previous registration
BANYAN PARTNERS, LLC	Former SEC adviser	Aug 13, 2013	Nov 26, 2014	no	BOSTON, MA	Previous registration
SILVER BRIDGE	Former SEC adviser	Oct 29, 2010	Aug 7, 2013	no	BOSTON, MA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Sep 9, 2010	no	SAINT PETERSBURG, FL\|BOSTON, MA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Nov 3, 2006	Jan 2, 2009	no	BOSTON, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 6, 2006	Oct 20, 2006	no	BOSTON, MA\|BOSTON, MA	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
BEACON POINTE WEALTH ADVISORS, LLC	BEACON POINTE ADVISORS, LLC	Apr 27, 2020	Jan 13, 2016	-1,566	Bulk transfer	Other
SVB WEALTH	BEACON POINTE WEALTH ADVISORS, LLC	Feb 5, 2015	Jan 4, 2016	333	Firm change	Other
BANYAN PARTNERS, LLC	SVB WEALTH	Nov 26, 2014	Nov 14, 2014	-12	Bulk transfer	Other
SILVER BRIDGE	BANYAN PARTNERS, LLC	Aug 7, 2013	Aug 13, 2013	6	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	SILVER BRIDGE	Sep 9, 2010	Oct 29, 2010	50	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other
LPL FINANCIAL LLC	RAYMOND JAMES FINANCIAL SERVICES, INC.	Oct 20, 2006	Nov 3, 2006	14	Firm change	Other

Relationships

Registered with (8)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Jan 13, 2016 to presentfactForm ADV
→ BEACON POINTE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 4, 2016 to Apr 27, 2020factForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Nov 14, 2014 to Feb 5, 2015factForm ADV
→ BANYAN PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 13, 2013 to Nov 26, 2014factForm ADV
→ SILVER BRIDGERegistered adviserregistration: previous registration
Oct 29, 2010 to Aug 7, 2013factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Sep 9, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 3, 2006 to Jan 2, 2009factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 6, 2006 to Oct 20, 2006factForm ADV

Dated events

No dated event names this entity yet.