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

Jul 21, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Jul 21, 1986

First registration

Jul 8, 1997

Dual registered

no

Other names

DEBRA BETH LEVINE

IAPD individual key

1516927

• Occurred

  Oct 31, 2024
  Advisor changed firm

  Debra Beth Curry left Bridge Advisory Llc for Beacon Pointe Advisors, Llc (registered 2024-10-30)

  Form ADVobserved 4 days ago
• Occurred

  Jun 28, 2023
  Advisor changed firm

  Debra Beth Curry left Yosemite Capital Management for Bridge Advisory Llc (registered 2023-06-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c3034a11-e942-468a-374b-90abf79bbdca

First observed

Jul 8, 1997

Last observed

Sep 15, 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.