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Advisor at SAND HILL GLOBAL ADVISORS, LLC
PALO ALTO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SAND HILL GLOBAL ADVISORS, LLC | Independent wealth | May 12, 2023 | n/a | yes | PALO ALTO, CA | Current employment |
| BEACON POINTE ADVISORS, LLC | Independent wealth | Jan 15, 2021 | Oct 28, 2021 | no | Campbell, CA|NEWPORT BEACH, CA | Previous registration |
| BEACON POINTE WEALTH ADVISORS, LLC | Former SEC adviser | Jan 1, 2019 | Apr 27, 2020 | no | CAMPBELL, CA|NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | SAND HILL GLOBAL ADVISORS, LLC | Oct 28, 2021 | May 12, 2023 | 561 | Firm change after gap | RIA to RIA |
| BEACON POINTE WEALTH ADVISORS, LLC | BEACON POINTE ADVISORS, LLC | Apr 27, 2020 | Jan 15, 2021 | 263 | Bulk transfer | RIA to RIA |