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

Nov 24, 1986earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Personal Financial Specialist

Exams

S65|S63

First exam

Nov 24, 1986

First registration

Jul 16, 1999

Dual registered

no

Other names

MICHAEL D JOSLIN

IAPD individual key

1582395

• Occurred

  Oct 1, 2024
  Advisor changed firm

  Michael Doyle Joslin left Joslin Capital Advisors Llc for Beacon Pointe Advisors, Llc (registered 2024-06-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b9aa4784-e68b-8b1c-3ede-cc47038d2b17

First observed

Jul 16, 1999

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.