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Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | Hudson, WI
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 1, 2025 | n/a | yes | NEWPORT BEACH, CA|Hudson, WI | Current employment |
| LANDMARK WEALTH MANAGEMENT GROUP | Former SEC adviser | Aug 1, 2022 | Nov 14, 2024 | no | LAKE ELMO, MN|Hudson, WI | Previous registration |
| THRIVENT ADVISOR NETWORK, LLC | Bd affiliated wealth | Dec 1, 2020 | Aug 15, 2022 | no | MINNEAPOLIS, MN|Hudson, WI | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Apr 5, 2011 | Feb 3, 2021 | no | Lake Elmo, MN|Lake Elmo, MN|Hudson, WI|GOLDEN VALLEY, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LANDMARK WEALTH MANAGEMENT GROUP | BEACON POINTE ADVISORS, LLC | Nov 14, 2024 | Jan 1, 2025 | 48 | Firm change | RIA to RIA |
| THRIVENT ADVISOR NETWORK, LLC | LANDMARK WEALTH MANAGEMENT GROUP | Aug 15, 2022 | Aug 1, 2022 | -14 | Firm change | Ibd to new firm |
| THRIVENT INVESTMENT MANAGEMENT INC. | THRIVENT ADVISOR NETWORK, LLC | Feb 3, 2021 | Dec 1, 2020 | -64 | Firm change after gap | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 322210:119290:MN:2024-11-14 | Nov 14, 2024 | Jan 1, 2025 | LAKE ELMO, MN | Firm change |
| 304569:322210:MN:2022-08-15 | Aug 15, 2022 | Aug 1, 2022 | MINNEAPOLIS, MN | Firm change |
| 18387:304569:MN:2021-02-03 | Feb 3, 2021 | Dec 1, 2020 | GOLDEN VALLEY, MN | Firm change after gap |