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.
Advisor moves
Departures from Beacon Pointe Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dane Joshua Jensen | Beacon Pointe Advisors, LLC independent RIA | Drive Wealth Advisers independent RIA | RIA to RIA | Aug 31, 2026 | Sep 2, 2026 |
| Bryton Kessel | Beacon Pointe Advisors, LLC independent RIA | Rubinbrown Advisors LLC independent RIA | RIA to RIA | Aug 13, 2026 | Aug 26, 2026 |
| Andrew Howard | Beacon Pointe Advisors, LLC independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Jul 6, 2026 | Jul 7, 2026 |
| Taylor Mcmain | Beacon Pointe Advisors, LLC independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Jun 29, 2026 | Jul 9, 2026 |
| Chase Anthony Garbers | Beacon Pointe Advisors, LLC independent RIA | Ieq Capital, LLC independent RIA | RIA to RIA | Jun 22, 2026 | Jun 30, 2026 |
| Janic Cesar Hoyuela | Beacon Pointe Advisors, LLC independent RIA | Stancorp Investment Advisers, Inc. other | Other | Jun 15, 2026 | Jul 24, 2026 (39 d) |
| Beck J Ringle | Beacon Pointe Advisors, LLC independent RIA | Chicory Wealth independent RIA | RIA to RIA | May 1, 2026 | Jul 15, 2026 (75 d) |
| David Miles Szabla | Beacon Pointe Advisors, LLC independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Apr 27, 2026 | May 19, 2026 |
| Ikechukwu Egwuonwu | Beacon Pointe Advisors, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Apr 13, 2026 | Apr 21, 2026 |
| Timothy Paul Mcnamara | Beacon Pointe Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 12, 2026 | Apr 9, 2026 |
| Jordan Freund | Beacon Pointe Advisors, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 25, 2026 | Mar 6, 2026 |
| Rania Ghawi | Beacon Pointe Advisors, LLC independent RIA | Clarity Wealth Partners state registered | RIA to a state-registered adviser | Jan 15, 2026 | Jan 22, 2026 |
| Christopher Lee Bentley | Beacon Pointe Advisors, LLC independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Jan 2, 2026 | Jan 20, 2026 |
| Anabel Diaz-Garcia | Beacon Pointe Advisors, LLC independent RIA | Natural Bridges Financial Advisors independent RIA | RIA to RIA | Dec 17, 2025 | Jan 9, 2026 |
| Derek Alexander Campbell | Beacon Pointe Advisors, LLC independent RIA | Twenty-Five Capital Partners no RAUM | RIA to a newly registered adviser | Oct 31, 2025 | Jan 9, 2026 (70 d) |
| William Truett Davis | Beacon Pointe Advisors, LLC independent RIA | Earned Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 31, 2025 | Dec 11, 2025 (41 d) |
| Levi Glade Larsen | Beacon Pointe Advisors, LLC independent RIA | Mutual Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 24, 2025 | Dec 15, 2025 (52 d) |
| Deanne N. Cichon | Beacon Pointe Advisors, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Sep 4, 2025 | Oct 16, 2025 (42 d) |
| Justyn Marsalis Grady | Beacon Pointe Advisors, LLC independent RIA | Wela Strategies, Inc. independent RIA | RIA to RIA | Sep 4, 2025 | Oct 2, 2025 |
| Zachary William Guffy | Beacon Pointe Advisors, LLC independent RIA | Blue Anchor Wealth Advisors, LLC independent RIA | RIA to RIA | Aug 29, 2025 | Sep 24, 2025 |
| Austin James Righeimer | Beacon Pointe Advisors, LLC independent RIA | Northrock Partners, LLC independent RIA | RIA to RIA | Jul 18, 2025 | Aug 21, 2025 (34 d) |
| Christina Lynn White | Beacon Pointe Advisors, LLC independent RIA | Kilter Group independent RIA | RIA to RIA | Jul 14, 2025 | Jul 30, 2025 |
| Benjamin David Blokdyk | Beacon Pointe Advisors, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jun 23, 2025 | Jul 11, 2025 |
| Evan M Francioni | Beacon Pointe Advisors, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | May 28, 2025 | Aug 1, 2025 (65 d) |
| Joseph Sherburne | Beacon Pointe Advisors, LLC independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | May 15, 2025 | Aug 5, 2025 (82 d) |
| Metro Malasavage | Beacon Pointe Advisors, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | May 2, 2025 | May 19, 2025 |
| John Zhang | Beacon Pointe Advisors, LLC independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Apr 29, 2025 | Apr 3, 2026 (339 d) |
| Leeric Daye | Beacon Pointe Advisors, LLC independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Apr 13, 2026 (376 d) |
| William J Roddy | Beacon Pointe Advisors, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jan 16, 2025 | Apr 11, 2025 (85 d) |
| Noah Babin | Beacon Pointe Advisors, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Dec 20, 2024 | Jan 17, 2025 |
| Katarzyna Quiroz | Beacon Pointe Advisors, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Dec 9, 2024 | Aug 31, 2026 (630 d) |
| George Alex Carlson | Beacon Pointe Advisors, LLC independent RIA | Exencial Wealth Advisors independent RIA | RIA to RIA | Nov 11, 2024 | Dec 3, 2024 |
| Austin J Seifert | Beacon Pointe Advisors, LLC independent RIA | Harbour Investments, Inc. independent RIA | RIA to RIA | Jul 24, 2024 | Jul 25, 2024 |
| Scott J Drown | Beacon Pointe Advisors, LLC independent RIA | Regency Wealth Management independent RIA | RIA to RIA | Jul 18, 2024 | Jul 28, 2026 (740 d) |
| Mollie Rae Privett | Beacon Pointe Advisors, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Jul 1, 2024 | Aug 23, 2024 (53 d) |
| Stephanie Kristina Brown | Beacon Pointe Advisors, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Apr 26, 2024 | May 3, 2024 |
| Paul John Valdes | Beacon Pointe Advisors, LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Jan 29, 2024 | Jul 26, 2024 (179 d) |
| Justin Mourning | Beacon Pointe Advisors, LLC independent RIA | Momentum Independent Network Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2023 | Nov 17, 2023 |
| Matthew Bockhorst | Beacon Pointe Advisors, LLC independent RIA | Capital Advisers, Inc. independent RIA | RIA to RIA | Oct 11, 2023 | Nov 28, 2023 (48 d) |
| Henry George Lande | Beacon Pointe Advisors, LLC independent RIA | Integra Global Advisors LLC mixed wealth | RIA to RIA | Oct 11, 2023 | Feb 24, 2025 (502 d) |
| Andrew Herzog | Beacon Pointe Advisors, LLC independent RIA | The Watchman Group, Inc. independent RIA | RIA to RIA | Jun 6, 2023 | Jun 22, 2023 |
| Chad Lewis Weatherman | Beacon Pointe Advisors, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | May 18, 2023 | Jun 8, 2023 |
| Stewart Bruce Leafblad | Beacon Pointe Advisors, LLC independent RIA | Swmg, LLC independent RIA | RIA to RIA | Apr 3, 2023 | Sep 20, 2023 (170 d) |
| Bryan Andrew Moylan | Beacon Pointe Advisors, LLC independent RIA | Northwest Asset Management independent RIA | RIA to RIA | Apr 3, 2023 | Apr 3, 2023 |
| Cara Elizabeth Barr | Beacon Pointe Advisors, LLC independent RIA | Parallel Advisors, LLC independent RIA | RIA to RIA | Apr 3, 2023 | Jul 17, 2023 (105 d) |
| Stephanie Ashley | Beacon Pointe Advisors, LLC independent RIA | Invst, LLC independent RIA | RIA to RIA | Mar 27, 2023 | May 2, 2023 (36 d) |
| Nickolas Lorenzo Locicero | Beacon Pointe Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 27, 2023 | Jul 23, 2024 (484 d) |
| Lauren Chelsea Cantillo | Beacon Pointe Advisors, LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Oct 31, 2022 | Nov 23, 2022 |
| Jeffrey Todd Robbins | Beacon Pointe Advisors, LLC independent RIA | Crescent Grove Advisors independent RIA | RIA to RIA | Aug 30, 2022 | Sep 13, 2022 |
| Sloan Fisher Petereit | Beacon Pointe Advisors, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 10, 2022 | Jan 1, 2026 (1301 d) |
| Bennett Lyle Duffy | Beacon Pointe Advisors, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 2, 2022 | Aug 31, 2022 (90 d) |
| Scott J Drown | Beacon Pointe Advisors, LLC independent RIA | Onepoint Bfg Wealth Partners independent RIA | RIA to RIA | May 27, 2022 | Jul 27, 2022 (61 d) |
| Drew Anthony Saia | Beacon Pointe Advisors, LLC independent RIA | Fund Direct Advisors Inc. institutional | Other | Apr 22, 2022 | Aug 4, 2022 (104 d) |
| Christopher M Jerin | Beacon Pointe Advisors, LLC independent RIA | Calamos Wealth Management LLC independent RIA | RIA to RIA | Mar 25, 2022 | Apr 18, 2022 |
| Erin Michaele Fowlkes | Beacon Pointe Advisors, LLC independent RIA | Smith Salley Wealth Management independent RIA | RIA to RIA | Feb 28, 2022 | Apr 1, 2022 (32 d) |
| Henry Dean Levis | Beacon Pointe Advisors, LLC independent RIA | Creative Planning Institutional Advisors, LLC institutional | Other | Feb 18, 2022 | Feb 17, 2023 (364 d) |
| Benjamin Gordon Bailey | Beacon Pointe Advisors, LLC independent RIA | Fund Direct Advisors Inc. institutional | Other | Jan 3, 2022 | Feb 4, 2022 (32 d) |
| Jeanne Marie Juricka | Beacon Pointe Advisors, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 16, 2021 | Jan 11, 2022 (56 d) |
| Kimberly Nguyen Pham | Beacon Pointe Advisors, LLC independent RIA | Sand Hill Global Advisors, LLC independent RIA | RIA to RIA | Oct 28, 2021 | May 12, 2023 (561 d) |
| Anna Flasch Wolford | Beacon Pointe Advisors, LLC independent RIA | Syntrinsic Investment Counsel, LLC. other | Other | Oct 26, 2021 | Nov 19, 2021 |
Page 1 of 2Next
88 moves match.