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

Jun 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 11, 2023

First registration

Aug 30, 2023

Dual registered

no

IAPD individual key

7547121

• Occurred

  Oct 28, 2025
  Advisor changed firm

  Brandon Charles Garneau left Sensible Financial Planning And Management, Llc for Beacon Pointe Advisors, Llc (registered 2025-10-29)

  Form ADVobserved 4 days ago
• Occurred

  Feb 4, 2024
  Advisor changed firm

  Brandon Charles Garneau left Columbia Management Investment Advisers, Llc for Sensible Financial Planning And Management, Llc (registered 2024-02-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aaef6742-dc57-6483-764c-3befd6619002

First observed

Aug 30, 2023

Last observed

Sep 14, 2026 5 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.