DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | CAMPBELL, CA
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 |
|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | Independent wealth | Jan 23, 2025 | n/a | yes | NEWPORT BEACH, CA|CAMPBELL, CA | Current employment |
| IEQ CAPITAL, LLC | Independent wealth | Mar 18, 2021 | Dec 13, 2024 | no | FOSTER CITY, CA | Previous registration |
| PORTOLA PARTNERS | Former SEC adviser | Mar 10, 2020 | Mar 12, 2021 | no | Menlo Park, CA | Previous registration |
| BROWNSON, REHMUS & FOXWORTH, INC. | Independent wealth | Jun 30, 2017 | Dec 31, 2019 | no | Menlo Park, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IEQ CAPITAL, LLC | BEACON POINTE ADVISORS, LLC | Dec 13, 2024 | Jan 23, 2025 | 41 | Firm change | RIA to RIA |
| PORTOLA PARTNERS | IEQ CAPITAL, LLC | Mar 12, 2021 | Mar 18, 2021 | 6 | Firm change | RIA to RIA |
| BROWNSON, REHMUS & FOXWORTH, INC. | PORTOLA PARTNERS | Dec 31, 2019 | Mar 10, 2020 | 70 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110608:305407:CA:2019-12-31 | Dec 31, 2019 | Mar 10, 2020 | MENLO PARK, CA | Firm change |