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RIA / WealthAdvisorCertified Financial Planner14 years in industry

ALEX REID NUNES

Advisor at BEACON POINTE ADVISORS, LLC

San Diego, CA | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:f1fc4244-2dd9-42a6-e5fe-b67691625ce2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2012 to Sep 15, 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: Jan 19, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 19, 2012
First registration: Jan 30, 2012
Dual registered: no
IAPD individual key: 5979472

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	Feb 26, 2019	n/a	yes	San Diego, CA\|NEWPORT BEACH, CA	Current employment
20/20 CAPITAL MANAGEMENT, INC	Former SEC adviser	Jun 28, 2016	Feb 19, 2019	no	San Diego, CA\|COSTA MESA, CA	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Oct 21, 2014	Oct 2, 2017	no	San Diego, CA\|LINCOLN, NE\|San Diego, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jan 30, 2012	Oct 6, 2014	no	SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, 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
20/20 CAPITAL MANAGEMENT, INC	BEACON POINTE ADVISORS, LLC	Feb 19, 2019	Feb 26, 2019	7	Firm change	RIA to RIA
AMERITAS ADVISORY SERVICES	20/20 CAPITAL MANAGEMENT, INC	Oct 2, 2017	Jun 28, 2016	-461	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	AMERITAS ADVISORY SERVICES	Oct 6, 2014	Oct 21, 2014	15	Firm change	Other

Relationships

Registered with (4)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Feb 26, 2019 to presentfactForm ADV
→ 20/20 CAPITAL MANAGEMENT, INCRegistered adviserregistration: previous registration
Jun 28, 2016 to Feb 19, 2019factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 21, 2014 to Oct 2, 2017factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 30, 2012 to Oct 6, 2014factForm ADV

Dated events

No dated event names this entity yet.