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

Jun 30, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jun 30, 1992

First registration

Dec 18, 2015

Dual registered

no

Other names

MAGGIE A. DOLAN

IAPD individual key

2244249

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Margaret Ann Dolan left Financial Planning Solutions, Llc for Beacon Pointe Advisors, Llc (registered 2026-01-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dcf17409-edc1-a249-10af-5afe258df51a

First observed

Dec 18, 2015

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.