DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner31 years in industry

ROBERT JAY ANDERSON

Advisor at BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA | Lake Geneva, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a045fd81-18c8-65ed-446d-a26aa02dc44f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 12, 1999 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: Feb 28, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 28, 1995
First registration: Jul 12, 1999
Dual registered: no
Other names: BOB J ANDERSON
IAPD individual key: 1884244

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	Nov 24, 2025	n/a	yes	NEWPORT BEACH, CA\|Lake Geneva, WI	Current employment
VOYAGER CAPITAL MANAGEMENT, LLC	Former SEC adviser	May 12, 2003	Dec 31, 2025	no	LAKE GENEVA, WI	Previous registration
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Mar 31, 2003	Sep 16, 2003	no	HUNTLEY, IL	Previous registration
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.	n/a	Oct 31, 2002	Mar 31, 2003	no	HUNTLEY, IL	Previous registration
THE INDEX ADVANTAGE, INC.	n/a	Jul 12, 1999	Aug 20, 2003	no	HUNTLEY, IL	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
VOYAGER CAPITAL MANAGEMENT, LLC	BEACON POINTE ADVISORS, LLC	Dec 31, 2025	Nov 24, 2025	-37	Firm change after gap	RIA to RIA
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	VOYAGER CAPITAL MANAGEMENT, LLC	Sep 16, 2003	May 12, 2003	-127	Firm change after gap	Other
THE INDEX ADVANTAGE, INC.	CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.	Aug 20, 2003	Oct 31, 2002	-293	Firm change after gap	Other
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.	BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Mar 31, 2003	Mar 31, 2003	0	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
124697:119290:WI:2025-12-31	Dec 31, 2025	Nov 24, 2025	LAKE GENEVA, WI	Firm change after gap

Relationships

Registered with (5)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Nov 24, 2025 to presentfactForm ADV
→ VOYAGER CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 12, 2003 to Dec 31, 2025factForm ADV
→ BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 31, 2003 to Sep 16, 2003factForm ADV
→ THE INDEX ADVANTAGE, INC.Registered adviserregistration: previous registration
Jul 12, 1999 to Aug 20, 2003factForm ADV
→ CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 31, 2002 to Mar 31, 2003factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Robert Jay Anderson left Voyager Capital Management, Llc for Beacon Pointe Advisors, Llc (registered 2025-11-24)
Form ADVobserved 4 days ago