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
Justin PoplawskiOnepoint Bfg Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 21, 2023Aug 30, 2023
John Reed FinneyOnepoint Bfg Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 21, 2023Aug 30, 2023
Philip Charles HagopianWestmount Partners, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 18, 2023Jul 20, 2023
Alexander Webster PierceOxbow Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 10, 2023Sep 26, 2023 (78 d)
Janic Cesar HoyuelaStancorp Investment Advisers, Inc. mixed wealthBeacon Pointe Advisors, LLC independent RIARIA to RIAJun 28, 2023Jul 6, 2023
Justin MourningWestwood Wealth Management mixed wealthBeacon Pointe Advisors, LLC independent RIARIA to RIAMay 2, 2023Jun 6, 2023 (35 d)
Leigh Thomas MogliaYorkbridge Wealth Partners, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 24, 2023Apr 28, 2023
Andrew Lane SternYorkbridge Wealth Partners, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 21, 2023Apr 27, 2023
Carrie Gallaway MagliaYorkbridge Wealth Partners, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 21, 2023Apr 27, 2023
Theodore Franklin DicksonYorkbridge Wealth Partners, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 21, 2023Apr 27, 2023
Alicia Marie LangdonWpwealth Llp independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 11, 2023May 9, 2023
Jennifer R MccosleyTriad Financial Advisors, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 6, 2023Apr 10, 2023
Daniel Francis BrascettaAe Wealth Management, LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 29, 2023Mar 28, 2023
Hugh W GatesLegacy Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 27, 2023Apr 5, 2023
Andrew Allan RobertsFidelity Personal And Workplace Advisors BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2023Mar 27, 2023
John Alvin MartindaleAilsa Capital, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 17, 2023Mar 20, 2023
Tiffany T BodellAilsa Capital, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 17, 2023Mar 20, 2023
Dane Joshua JensenAilsa Capital, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 17, 2023Mar 20, 2023
Bradley Michael MeyerPinnacle Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 24, 2023Feb 28, 2023
Lance Aaron WexlerNexus Wealth Advisors no RAUMBeacon Pointe Advisors, LLC independent RIAOtherFeb 22, 2023Jan 30, 2023
Michael Sean DunnBennicas & Associates, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 30, 2023Mar 11, 2025 (771 d)
Anabel Diaz-GarciaNatural Bridges Financial Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 16, 2023Jul 24, 2025 (920 d)
Loyd Benjamin WellmanFsc Securities Corporation BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2023Jan 31, 2023
John Robert GerlingFsc Securities Corporation BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 5, 2022Dec 22, 2022
Rawles Fulgham BellBenchmark Private Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 1, 2022Jul 29, 2022
Brendan Maurice ReidyThe Mather Group, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 15, 2022Mar 22, 2023 (127 d)
Logan Patrick RobertsonVersant Capital Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 9, 2022Apr 11, 2023 (153 d)
William Samuel ThompsonLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIASep 14, 2022Mar 13, 2023 (180 d)
Scott Anthony SchneiderNorthwestern Mutual Investment Services,LLC no RAUMBeacon Pointe Advisors, LLC independent RIAOtherAug 30, 2022Sep 12, 2022
Michael Lee MeadowsWestwood Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 24, 2022Nov 12, 2020
Ikechukwu EgwuonwuGoldman Sachs Wealth Services, L.P. BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2022Jul 17, 2024 (712 d)
Wayne Cornelius McculloughBenchmark Private Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2022Jul 29, 2022
Keith Allen FergusonBenchmark Private Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2022Jul 29, 2022
Keith Allen FergusonBenchmark Private Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2022Jul 29, 2022
Petra Ljubic-LaneColumbia Pacific Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJun 8, 2022Jul 29, 2022 (51 d)
Brendan Gates StringerCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 27, 2022Jan 30, 2023 (248 d)
Levi Glade LarsenEdelman Financial Engines mixed wealthBeacon Pointe Advisors, LLC independent RIARIA to RIAApr 19, 2022Apr 13, 2022
Charles George DuncanSecurities America Advisors, Inc. BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2022Apr 13, 2022
Bryan C. JacksonBalefire, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 8, 2022Jul 1, 2022 (84 d)
Jeffrey Louis MantoaniSecurities America Advisors, Inc. BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2022Apr 13, 2022
Andrew Joseph WoodCharles Schwab & Co., Inc. national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2022Sep 22, 2022 (183 d)
Delia Kate MezzinaFidelity Personal And Workplace Advisors BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2022Oct 12, 2022 (203 d)
Stephanie AshleyCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 17, 2022Mar 23, 2022
Michael John WeilNext Generation Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 7, 2022Jan 20, 2022
David Alan MassartNext Generation Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 7, 2022Jan 13, 2022
Jeffrey Todd RobbinsNext Generation Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 7, 2022Jan 12, 2022
Jeffrey William KralovecNext Generation Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 7, 2022Jan 20, 2022
Sean Franklin CurleyThe Retirement Planning Specialists, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 3, 2022Jan 20, 2022
Michael John BeaulieuThe Retirement Planning Specialists, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 3, 2022Jan 12, 2022
Jay Lawrence HealyCentury Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 2, 2022Jan 20, 2022
Gregory Len GionfriddoSouthern Trust Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 1, 2022Jan 13, 2022
Mark Demosthenes GeneralesSouthern Trust Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 1, 2022Mar 10, 2022
Quinn R SchneiderAltavista Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 28, 2022Feb 28, 2022
Lewis Daniel AkersAltavista Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 25, 2022Mar 1, 2022
Gregory Norton JonesAltavista Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 24, 2022Mar 29, 2022 (33 d)
Kyle Russell BoydAltavista Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 24, 2022Mar 1, 2022
Jonathan E. ShumateAltavista Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 24, 2022Feb 28, 2022
Jeffrey Brisbin HowdenAltavista Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 24, 2022Mar 1, 2022
Ronald Gene CarlandAltavista Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 24, 2022Mar 23, 2022
Logan Lee BolickAltavista Wealth Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 24, 2022Feb 28, 2022
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370 moves match.