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

Apr 3, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63

First exam

Apr 3, 1990

First registration

Sep 12, 2005

Dual registered

no

IAPD individual key

2030765

• Occurred

  Feb 16, 2022
  Advisor changed firm

  William Burk Rosenthal left Rosenthal Advisory Services, L.P. for National Planning Corporation ("Npc Of America" In Fl & Ny) (registered 2007-12-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b5204f5d-cbda-4f2e-31d2-a37aceef73c5

First observed

Sep 12, 2005

Last observed

Sep 14, 2026 6 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.