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
Paul Douglas DuncanSecurities America Advisors, Inc. BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2022Mar 8, 2022
Cory Blake BruntzRosenthal Advisory Services, L.P. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 16, 2022Oct 11, 2021
Devon Maxwell NickAwm Capital, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 10, 2022Oct 28, 2024 (991 d)
Bennett Lyle DuffyAmeriprise Financial Services, LLC national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 7, 2022Mar 17, 2022 (38 d)
Austin J SeifertTransform Wealth, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 18, 2022Mar 25, 2022 (66 d)
Timothy James HoffmanPersonal Capital Advisors Corporation independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 5, 2022Feb 11, 2022 (37 d)
Michael Roth BeckWealthstreet Investment Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2021Apr 29, 2021
Maryam Jameela KhayaliNewport Wealth Strategies, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2021May 3, 2022 (123 d)
Leslie Reynoso AnconaWealthstreet Investment Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2021Apr 27, 2021
Matthew Douglas MacdonaldWells Fargo Advisors wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIADec 23, 2021Jan 3, 2022
Brent Jonathan SheppardHancock Whitney Investment Services Inc. BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2021Jan 20, 2022
David Miles SzablaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIADec 7, 2021Dec 13, 2021
Jameson Alan Van HoutenStonegate Capital Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 18, 2021Nov 24, 2021
Todd Michael RubleStonegate Capital Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 18, 2021Oct 14, 2021
Sean Thomas LambSpotlight Asset Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 18, 2021Feb 20, 2026 (1555 d)
Sean Patrick MahoneyStonegate Capital Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 18, 2021Dec 22, 2021 (34 d)
T Liam PowellStonegate Capital Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 18, 2021Oct 14, 2021
Andrew James RovzarMorgan Stanley wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAOct 26, 2021Mar 23, 2023 (513 d)
Ronald H. Dawson, Jr.Commonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2021Jul 13, 2023 (636 d)
Michael Harry KaneWealthstreet Investment Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIASep 8, 2021Apr 30, 2021
Grant Estep HartvigsonRainier Financial Group, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIASep 1, 2021Sep 2, 2021
Frederick Blackburn TaylorNorthstar Investment Advisors LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 26, 2021Sep 2, 2021
John Chester RieckeNorthstar Investment Advisors LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 26, 2021Aug 31, 2021
Alexandra Nicole SchmidtNorthstar Investment Advisors LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 26, 2021Aug 31, 2021
James Raymond SimoneRainier Financial Group, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 17, 2021Aug 24, 2021
Kimberly Anne ArnesenRainier Financial Group, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 17, 2021Aug 24, 2021
Darin Albert SimonianAlpha Cubed Investments, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 12, 2021Jan 13, 2022 (185 d)
Daniel Ray SaurD.R. Saur Financial, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 18, 2021May 20, 2021
Charles Elliott CarrickDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021May 7, 2021
William Bradford MannDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021May 7, 2021
Ralph Milton HowellDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021Sep 29, 2021 (142 d)
Michael Richard GillisDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021Sep 29, 2021 (142 d)
Charlie Lee WelbornDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021Sep 29, 2021 (142 d)
Arthur M. WinsteadDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021Sep 29, 2021 (142 d)
Jeffery Wen-Jun HwangDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021May 19, 2021
Erin Michaele FowlkesDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021May 4, 2021
Charles Gregory CarrickDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021May 4, 2021
Chad Lewis WeathermanDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021May 7, 2021
Drew Anthony SaiaDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021May 4, 2021
Benjamin Gordon BaileyDmj Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 10, 2021May 4, 2021
Michael Shawn WelchD.R. Saur Financial, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 22, 2021May 4, 2021
Haley Rebekah RodriquesD.R. Saur Financial, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 21, 2021May 21, 2021
Andrew Joseph ScanlonEaton Vance Management asset managerBeacon Pointe Advisors, LLC independent RIAOtherApr 19, 2021Oct 6, 2021 (170 d)
John ZhangCharles Schwab & Co., Inc. national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2021May 17, 2021 (38 d)
Gene (Nmn) KaWealth Design, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 31, 2021Apr 19, 2021
Julien FrazzoHightower Advisors, LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2021Apr 19, 2021
Michael Steven HimmelEssex Asset Management LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 9, 2021Dec 18, 2023 (1014 d)
Joseph David SchofieldCda Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 8, 2021Jan 12, 2026 (1771 d)
Steven Thomas BrightCda Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 8, 2021Feb 24, 2021
Jeffrey Kent GiguereCda Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 8, 2021Feb 24, 2021
Ryan Edward QuigleyBrighton Jones LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 23, 2021Apr 9, 2021 (45 d)
Matthew Scott DiquolloMariner BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 22, 2021Mar 4, 2024 (1137 d)
Lauren Chelsea CantilloE*Trade Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 21, 2021Feb 17, 2021
Jonathan SavorgiannakisEquitable Advisors, LLC national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 19, 2021Apr 29, 2021 (100 d)
Gregory Vaughn TaylorMercer Global Advisors Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 14, 2020Mar 6, 2025 (1543 d)
Robert John ComeauxCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2020Nov 30, 2020
Walter Andrew BondCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2020Nov 30, 2020
Doug Anthony TillmanCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2020Nov 25, 2020
Megan Olivia Motes CochranCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 28, 2020Jul 19, 2021 (264 d)
Raymond Ambrose DaigleCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 19, 2020Nov 25, 2020 (37 d)
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370 moves match.