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Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | Flint, MI
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 13, 2026 | n/a | yes | Flint, MI|NEWPORT BEACH, CA | Current employment |
| STEPHENS CONSULTING, LLC | Former SEC adviser | Oct 1, 2021 | Dec 31, 2025 | no | FLINT, MI | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Sep 4, 2019 | Oct 11, 2021 | no | FLINT, MI | Previous registration |
| USADVISORS WEALTH MANAGEMENT, LLC | Independent wealth | Dec 23, 2015 | Sep 5, 2019 | no | Fenton, MI | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | May 11, 2015 | Dec 11, 2015 | no | FLINT, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEPHENS CONSULTING, LLC | BEACON POINTE ADVISORS, LLC | Dec 31, 2025 | Jan 13, 2026 | 13 | Firm change | 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 |
| USADVISORS WEALTH MANAGEMENT, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 5, 2019 | Sep 4, 2019 | -1 | Firm change | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | USADVISORS WEALTH MANAGEMENT, LLC | Dec 11, 2015 | Dec 23, 2015 | 12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 308970:119290:MI:2025-12-31 | Dec 31, 2025 | Jan 13, 2026 | FLINT, MI | Firm change |
| 149018:308970:MI:2021-10-11 | Oct 11, 2021 | Oct 1, 2021 | FLINT, MI | Firm change |