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RIA / WealthAdvisor16 years in industry

MEGAN OLIVIA MOTES COCHRAN

Advisor at BEACON POINTE ADVISORS, LLC

Metairie, LA | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:a41bc1cb-c041-39de-646d-eaf93919a19c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2010 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 23, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 23, 2010
First registration: Jul 26, 2010
Dual registered: no
Other names: MEGAN MOTES|MEGAN OLIVIA MOTES
IAPD individual key: 5792755

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	Jul 19, 2021	n/a	yes	Metairie, LA\|NEWPORT BEACH, CA	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 29, 2015	Oct 28, 2020	no	Metairie, LA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 8, 2013	Jun 5, 2015	no	METAIRIE, LA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Jul 3, 2013	no	HARVEY, LA\|MARRERO, LA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 10, 2010	Oct 1, 2012	no	HARVEY, LA\|HARVEY, LA\|GRETNA, LA\|MARRERO, LA	Previous registration
EDWARD JONES	National bd RIA	Jul 26, 2010	Sep 22, 2010	no	Metairie, LA\|ST LOUIS, MO	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
COMMONWEALTH FINANCIAL NETWORK	BEACON POINTE ADVISORS, LLC	Oct 28, 2020	Jul 19, 2021	264	Firm change	Ibd to RIA
LPL FINANCIAL LLC	COMMONWEALTH FINANCIAL NETWORK	Jun 5, 2015	May 29, 2015	-7	Firm change	Other
J.P. MORGAN SECURITIES LLC	LPL FINANCIAL LLC	Jul 3, 2013	Jul 8, 2013	5	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
EDWARD JONES	CHASE INVESTMENT SERVICES CORP.	Sep 22, 2010	Dec 10, 2010	79	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
8032:119290:LA:2020-10-05	Oct 28, 2020	Jul 19, 2021	METAIRIE, LA	Firm change
6413:8032:LA:2015-06-05	Jun 5, 2015	May 29, 2015	METAIRIE, LA	Firm change

Relationships

Registered with (6)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Jul 19, 2021 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
May 29, 2015 to Oct 28, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 8, 2013 to Jun 5, 2015factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Jul 3, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Dec 10, 2010 to Oct 1, 2012factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 26, 2010 to Sep 22, 2010factForm ADV

Dated events

No dated event names this entity yet.