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

Dec 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 12, 2021

First registration

Jul 13, 2021

Dual registered

no

IAPD individual key

7266543

• Occurred

  Jun 6, 2024
  Advisor changed firm

  David Aaron Monsees left Joslin Capital Advisors Llc for Beacon Pointe Advisors, Llc (registered 2024-06-14)

  Form ADVobserved 6 days ago
• Occurred

  Feb 23, 2022
  Advisor changed firm

  David Aaron Monsees left First Command Advisory Services for Joslin Capital Advisors Llc (registered 2023-03-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:93f396d8-0f64-4c14-3d50-582f4bb20395

First observed

Jul 13, 2021

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.