DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Philip Charles Hagopian

Beacon Pointe Advisors, LLCindependent RIANewport Beach, Ca IA-onlyIAPD 4939562

Feed of 09/15/2026

Also filed as Philip Charles Hagopian

At current firm

3 y

since Jul 20, 2023

In the industry

19 y

since Jan 24, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Beacon Pointe Advisors, LLC independent RIA current
since Jul 20, 2023 · Newport Beach, Ca
Westmount Partners, LLC independent RIA
Jan 20, 2022 to Jul 18, 2023 · Los Angeles, Ca
Lido independent RIA
Jun 22, 2021 to Oct 5, 2021 · Los Angeles, Ca
Centaurus Financial, Inc. BD affiliated
Jul 2, 2020 to Jun 28, 2021 · Honolulu, Hi
Tlg Advisors, Inc. BD affiliated
Sep 9, 2019 to Jun 8, 2020 · Summit, Nj
Questar Asset Management, Inc. former
Jul 7, 2015 to May 2, 2019 · Huntington Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

Westmount Partners, LLC to Beacon Pointe Advisors, LLC
left Jul 18, 2023, registered Jul 20, 2023 (2 days) · RIA to RIA
Lido to Westmount Partners, LLC
left Oct 5, 2021, registered Jan 20, 2022 (107 days) · RIA to RIA
Centaurus Financial, Inc. to Lido
left Jun 28, 2021, registered Jun 22, 2021 (-6 days) · Affiliated broker-dealer or bank to independent RIA
Tlg Advisors, Inc. to Centaurus Financial, Inc.
left Jun 8, 2020, registered Jul 2, 2020 (24 days) · Affiliated broker-dealer or bank to another
Questar Asset Management, Inc. to Tlg Advisors, Inc.
left May 2, 2019, registered Sep 9, 2019 (130 days) · Affiliated broker-dealer or bank to another · moved with a team

Signals

Philip Charles Hagopian left Westmount Partners, Llc for Beacon Pointe Advisors, Llc (registered 2023-07-20)
Jul 18, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address