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

Dec 14, 1987earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Dec 14, 1987

First registration

Oct 6, 2009

Dual registered

no

Other names

JANET ROBIN RHODES

IAPD individual key

1771048

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Janet Rhodes Friedman left Financial Planning Solutions, Llc for Beacon Pointe Advisors, Llc (registered 2026-01-23)

  Form ADVobserved 4 days ago
• Occurred

  Apr 26, 2022
  Advisor changed firm

  Janet Rhodes Friedman left Cwm, Llc for Financial Planning Solutions, Llc (registered 2022-05-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b17dd784-84b9-8526-346f-cd2d73b4f4ab

First observed

Oct 6, 2009

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.