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Advisor at BLUE ANCHOR WEALTH ADVISORS, LLC
Bend, OR | KETCHIKAN, AK
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 |
|---|---|---|---|---|---|---|
| BLUE ANCHOR WEALTH ADVISORS, LLC | Former SEC adviser | Sep 24, 2025 | n/a | yes | Bend, OR|KETCHIKAN, AK | Current employment |
| BEACON POINTE ADVISORS, LLC | Independent wealth | Nov 18, 2020 | Aug 29, 2025 | no | NEWPORT BEACH, CA|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | BLUE ANCHOR WEALTH ADVISORS, LLC | Aug 29, 2025 | Sep 24, 2025 | 26 | Firm change | RIA to RIA |