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Advisor at BEACON POINTE ADVISORS, LLC
Flint, MI | NEWPORT BEACH, CA
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 15, 2026 | n/a | yes | NEWPORT BEACH, CA|Flint, MI | Current employment |
| STEPHENS CONSULTING, LLC | Former SEC adviser | Oct 1, 2021 | Mar 31, 2026 | no | FLINT, MI | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Sep 24, 2010 | Oct 11, 2021 | no | FLINT, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEPHENS CONSULTING, LLC | BEACON POINTE ADVISORS, LLC | Mar 31, 2026 | Jan 15, 2026 | -75 | Firm change after gap | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | STEPHENS CONSULTING, LLC | Oct 11, 2021 | Oct 1, 2021 | -10 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:308970:MI:2021-10-11 | Oct 11, 2021 | Oct 1, 2021 | FLINT, MI | Firm change |