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

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Nov 10, 2020

First registration

Dec 9, 2020

Dual registered

no

Other names

Mary Fern Sample|Mary F Sample|Mary Fern Stallings|Mary F Stallings|Mary Fern Chastain|Mary F Chastain|Mary Fern Sample Chastain|Mary F Sample Chastain

IAPD individual key

7251283

• Occurred

  Dec 12, 2025
  Advisor changed firm

  Mary Sample Chastain left Heritage Financial Planning for Beacon Pointe Advisors, Llc (registered 2025-07-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e34d25b2-7854-dce9-fd71-b7a8d68f5bde

First observed

Dec 9, 2020

Last observed

Sep 14, 2026 6 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.