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Advisor at BEACON POINTE ADVISORS, LLC
Asheville, NC | 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 | Mar 1, 2022 | n/a | yes | NEWPORT BEACH, CA|Asheville, NC | Current employment |
| ALTAVISTA WEALTH MANAGEMENT, INC. | Former SEC adviser | Apr 1, 2004 | Feb 24, 2022 | no | ASHEVILLE, NC | Previous registration |
| ALTAVISTA WEALTH MANAGEMENT, INC. | Former SEC adviser | Aug 25, 2003 | Oct 27, 2003 | no | ASHEVILLE, NC | Previous registration |
| BOYS ARNOLD & CO. INC. | Former SEC adviser | Jan 3, 2001 | Mar 17, 2003 | no | ASHEVILLE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTAVISTA WEALTH MANAGEMENT, INC. | BEACON POINTE ADVISORS, LLC | Feb 24, 2022 | Mar 1, 2022 | 5 | Firm change | RIA to RIA |
| BOYS ARNOLD & CO. INC. | ALTAVISTA WEALTH MANAGEMENT, INC. | Mar 17, 2003 | Aug 25, 2003 | 161 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122326:119290:NC:2022-02-24 | Feb 24, 2022 | Mar 1, 2022 | ASHEVILLE, NC | Firm change |