DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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.

AdvisorFromToTypeLeftRegistered
Stephanie F MackaraCharleston Investment Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2024Feb 5, 2025 (36 d)
Erica Renee SmithCharleston Investment Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2024Dec 20, 2024
Brianna Marie MariolleIeq Capital, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 13, 2024Jan 23, 2025 (41 d)
Kevin R TehanWhiterock Wealth Management Co. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 2, 2024Dec 17, 2024
Matthew Chrisman ThompsonWhiterock Wealth Management Co. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 2, 2024Dec 17, 2024
Greggory Jonas CowanCapital Client Group, Inc. no RAUMBeacon Pointe Advisors, LLC independent RIAOtherNov 22, 2024Jan 1, 2026 (405 d)
Ryan Keane LamFountainhead Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 19, 2024Dec 6, 2024
Gary Arthur TangwallLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Jan 13, 2025 (60 d)
John Thomas LeviLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Dec 6, 2024
Chad David BrobergLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 24, 2024
Bjorn Thomas NesvoldLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Jan 1, 2025 (48 d)
Jennifer Lee Beyl-LeeLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 30, 2024
Thomas Mark SelboLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 25, 2024
Catherine Elizabeth JensonLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Dec 3, 2024
Tamara Ruth MarkLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 25, 2024
Kurt Micheal HaugenLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 23, 2024
Leah Nicole BrooksLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 24, 2024
Ryan Anthony TrabantLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 23, 2024
Jack Robert McnamaraLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Oct 24, 2024
James Patrick GeisslerLandmark Wealth Management Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 14, 2024Nov 24, 2025 (375 d)
David Rickard PenniallAddwealth Advisors, LLC unclassifiedBeacon Pointe Advisors, LLC independent RIAOtherOct 31, 2024Oct 25, 2024
Thomas Harold SmithBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 21, 2024
Debra Beth CurryBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 30, 2024
Courtney Lyn MccutchanBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 16, 2024
Derek Alexander CampbellBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 21, 2024
Nicholas Michael CollettaBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 25, 2024
Conor Ryan TurleyBridge Advisory LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 31, 2024Oct 16, 2024
Michael Doyle JoslinJoslin Capital Advisors LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 1, 2024Jun 18, 2024
Deanne N. CichonMorgan Stanley wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIASep 26, 2024Sep 27, 2024
Hunter Gregory ShawOsaic Wealth, Inc. BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2024Oct 9, 2024 (64 d)
Christopher Lee BentleyJoslin Capital Advisors LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJun 6, 2024Jun 12, 2024
David Aaron MonseesJoslin Capital Advisors LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJun 6, 2024Jun 14, 2024
Brian Alexander BengryConscious Capital Management LLC unclassifiedBeacon Pointe Advisors, LLC independent RIAOtherMay 22, 2024Jan 19, 2024
Quintin Andrew PileGreenwood Capital Associates, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 23, 2024May 21, 2024
Joseph SherburnePruco Securities, LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 19, 2024Apr 25, 2024
Jared TomsuHightower Advisors, LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2024May 1, 2024 (43 d)
John Patrick KeeneyKeeney Financial Group Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 12, 2024Feb 20, 2024
Donald Wayne FergusonKeeney Financial Group Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 8, 2024Mar 1, 2024
Christina Lynn WhiteKeeney Financial Group Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 8, 2024Mar 1, 2024
Zachary Oliver BoleynKeeney Financial Group Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 8, 2024Feb 29, 2024
Kristian Idar AlbornozKeeney Financial Group Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 8, 2024Mar 6, 2024
Jordan FreundNorthwestern Mutual Investment Services,LLC no RAUMBeacon Pointe Advisors, LLC independent RIAOtherFeb 7, 2024Jan 29, 2024
Anca GarciaLegacy Edge Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 1, 2024Jun 4, 2024 (124 d)
Stephanie Kristina BrownInvesco Managed Accounts, LLC otherBeacon Pointe Advisors, LLC independent RIAOtherJan 5, 2024Jan 17, 2024
George Alex CarlsonMorgan Stanley wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIANov 8, 2023Dec 5, 2023
Cameron MeekRegatta Capital Group, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 24, 2023Dec 1, 2023 (38 d)
Rebecca Ann ThompsonWescott Financial Advisory Group LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 19, 2023Jan 17, 2024 (90 d)
Summer Erika RamosPrivate Capital Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 18, 2023Feb 23, 2026 (859 d)
Chi-Gee Gigi YipFisher Investments independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 17, 2023Oct 24, 2023
Michael BroganGoalvest Advisory LLC mixed wealthBeacon Pointe Advisors, LLC independent RIARIA to RIAOct 12, 2023Jul 25, 2025 (652 d)
Justin R NelsonPrincipal Securities, Inc. BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 10, 2023Oct 9, 2023
John Reed FinneyOnepoint Bfg Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 9, 2023Oct 16, 2023
James G ElliottOnepoint Bfg Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 9, 2023Mar 10, 2025 (518 d)
William Walter DiehlUBS Financial Services Inc. wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAAug 29, 2023Aug 18, 2023
Lindsey Russell CrowUBS Financial Services Inc. wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAAug 29, 2023Aug 18, 2023
Julie Michelle AndersonUBS Financial Services Inc. wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAAug 29, 2023Aug 31, 2023
Sarah Roberta StubbsUBS Financial Services Inc. wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAAug 29, 2023Aug 29, 2023
Pierce James HalstedUBS Financial Services Inc. wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAAug 29, 2023Aug 29, 2023
Scott J DrownOnepoint Bfg Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 21, 2023Oct 2, 2023 (42 d)
Justin PoplawskiOnepoint Bfg Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 21, 2023Aug 30, 2023
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369 moves match.