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Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | AKRON, OH
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 | Aug 1, 2025 | n/a | yes | AKRON, OH|NEWPORT BEACH, CA | Current employment |
| JENTNER WEALTH MANAGEMENT | Former SEC adviser | May 22, 2012 | Jul 25, 2025 | no | AKRON, OH|AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JENTNER WEALTH MANAGEMENT | BEACON POINTE ADVISORS, LLC | Jul 25, 2025 | Aug 1, 2025 | 7 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105248:119290:OH:2025-07-25 | Jul 25, 2025 | Aug 1, 2025 | AKRON, OH | Firm change |