DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner34 years in industry

DARIN ALBERT SIMONIAN

Advisor at BEACON POINTE ADVISORS, LLC

Newport Beach, CA | NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d2b85899-1f62-0f08-929d-e5440bf0485c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 22, 1997 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Apr 27, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Apr 27, 1992
First registration: Jul 22, 1997
Dual registered: no
IAPD individual key: 2214836

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON POINTE ADVISORS, LLC	Independent wealth	Jan 13, 2022	n/a	yes	Newport Beach, CA\|NEWPORT BEACH, CA	Current employment
ALPHA CUBED INVESTMENTS, LLC	Former SEC adviser	Apr 3, 2015	Jul 12, 2021	no	COSTA MESA, CA	Previous registration
NEWPORT WEALTH STRATEGIES, INC.	Former SEC adviser	Dec 19, 2011	Dec 31, 2021	no	IRVINE, CA	Previous registration
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Jan 17, 2007	Nov 15, 2011	no	NEWPORT BEACH, CA	Previous registration
FFR ADVISORY LLC	Former SEC adviser	Jan 8, 1998	Nov 8, 2006	no	IRVINE, CA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jul 22, 1997	Dec 6, 2005	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWPORT WEALTH STRATEGIES, INC.	ALPHA CUBED INVESTMENTS, LLC	Dec 31, 2021	Apr 3, 2015	-2,464	Firm change after gap	Other
ALPHA CUBED INVESTMENTS, LLC	BEACON POINTE ADVISORS, LLC	Jul 12, 2021	Jan 13, 2022	185	Firm change	RIA to RIA
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	NEWPORT WEALTH STRATEGIES, INC.	Nov 15, 2011	Dec 19, 2011	34	Firm change	Other
FFR ADVISORY LLC	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Nov 8, 2006	Jan 17, 2007	70	Firm change	Other
FSC SECURITIES CORPORATION	FFR ADVISORY LLC	Dec 6, 2005	Jan 8, 1998	-2,889	Firm change after gap	Other

Relationships

Registered with (6)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Jan 13, 2022 to presentfactForm ADV
→ NEWPORT WEALTH STRATEGIES, INC.Registered adviserregistration: previous registration
Dec 19, 2011 to Dec 31, 2021factForm ADV
→ ALPHA CUBED INVESTMENTS, LLCRegistered adviserregistration: previous registration
Apr 3, 2015 to Jul 12, 2021factForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 17, 2007 to Nov 15, 2011factForm ADV
→ FFR ADVISORY LLCRegistered adviserregistration: previous registration
Jan 8, 1998 to Nov 8, 2006factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 22, 1997 to Dec 6, 2005factForm ADV

Dated events

No dated event names this entity yet.