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
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)
Edward Ian BlanchardCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 19, 2020Nov 25, 2020 (37 d)
Mollie Becker TaylorCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2020Nov 30, 2020 (56 d)
Leeric DayeAdvice And Planning Services BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2020Jan 4, 2021 (112 d)
Elizabeth Louise JohnstonRBC Capital Markets, LLC national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 18, 2020Aug 20, 2020
Paul John ValdesNuveen Asset Management, LLC mixed wealthBeacon Pointe Advisors, LLC independent RIARIA to RIAAug 7, 2020May 7, 2021 (273 d)
Joseph Rocco PecoraroAdvisors Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 21, 2020Jan 12, 2026 (2001 d)
Katarzyna QuirozEdelman Financial Engines mixed wealthBeacon Pointe Advisors, LLC independent RIARIA to RIAJun 10, 2020Sep 9, 2020 (91 d)
Joseph T FriedmanIsrael Investment Advisors, LLC asset managerBeacon Pointe Advisors, LLC independent RIAOtherMay 6, 2020Jan 15, 2026 (2080 d)
James William FerrellFerrell Wealth Management Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 21, 2020Jun 18, 2020 (58 d)
Crystal Simmons GarnerFerrell Wealth Management Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 21, 2020Jun 5, 2020 (45 d)
Paige Laverell GollFerrell Wealth Management Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 21, 2020Sep 1, 2020 (133 d)
Jennings Laverne Hurt IVFerrell Wealth Management Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 21, 2020Aug 5, 2020 (106 d)
Jeanne Marie JurickaJ.P. Morgan Securities LLC wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAJan 17, 2020Mar 4, 2020 (47 d)
Gary Keith DorfmanBeacon Pointe Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC otherOtherJan 14, 2020Oct 31, 2013
Eric John HamelBeacon Pointe Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 13, 2020Aug 5, 2019
Michael Shawn BakosAlpha Cubed Investments, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 10, 2020Feb 3, 2021 (390 d)
Sara KalsmanBeacon Pointe Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC otherOtherJan 2, 2020Mar 23, 2016
Christopher M JerinCalamos Wealth Management LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 9, 2019Aug 7, 2019
Heather O'Neill FairbanksStrategic Financial Designs, Inc. otherBeacon Pointe Advisors, LLC independent RIAOtherJul 3, 2019Jan 30, 2023 (1307 d)
Matthew R HennCapital Synergy Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 1, 2019Aug 5, 2019 (35 d)
Brian David PlowmanColdstream Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJun 14, 2019May 11, 2020 (332 d)
Jordan HellerHeller Wealth Advisors, LLC. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 7, 2019Apr 10, 2019
Mitchell HughesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAApr 29, 2019May 21, 2019
Alex Reid Nunes20/20 Capital Management, Inc independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 19, 2019Feb 26, 2019
Mark DonnellyBeacon Pointe Wealth Advisors, LLC independent RIABeacon Pointe Advisors, LLC otherOtherDec 13, 2018May 19, 2017
Cassandra Monique ThornockEdelman Financial Services, LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2018Feb 23, 2022 (1226 d)
Sien Celine Blanche VernynsThe Family Firm, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 3, 2018Jan 16, 2026 (2662 d)
William Burk RosenthalLPL Financial LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIASep 21, 2018Nov 29, 2021 (1165 d)
Stewart Bruce LeafbladLPL Financial LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIASep 21, 2018Oct 14, 2021 (1119 d)
Alisha Renee RosenthalLPL Financial LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 17, 2018Oct 18, 2021 (1158 d)
Kary Joshua SilversCetera Advisor Networks LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2018Aug 22, 2018 (56 d)
Andrew Christopher HuntMcelhenny Sheffield Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 21, 2018Jun 1, 2018
Robert Hurley InghamAdvanced Practice Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 3, 2018Jan 18, 2024 (2086 d)
Amy Lynn HammockLPL Financial LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 4, 2018Nov 22, 2021 (1328 d)
Robert PagliariniFinancial Management Network Inc independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 7, 2018Feb 24, 2026 (2939 d)
Noah BabinModl Investments, LLC unclassifiedBeacon Pointe Advisors, LLC independent RIAOtherDec 7, 2017Oct 28, 2022 (1786 d)
Scott Alan PlamondonTlg Advisors, Inc. otherBeacon Pointe Advisors, LLC otherOtherAug 25, 2017Oct 10, 2017 (46 d)
Jill Broder SteinbergWalden Capital Advisors, LLC otherBeacon Pointe Advisors, LLC otherOtherMar 29, 2017Jan 11, 2017
Michael Gregory JensenSimplex Wealth Management otherBeacon Pointe Advisors, LLC otherOtherJan 26, 2017Jan 6, 2017
Grant Raymond LyonBrighton Jones LLC otherBeacon Pointe Advisors, LLC independent RIAOtherDec 31, 2016Feb 7, 2022 (1864 d)
George Emmett MccallOppenheimer & Co. Inc. otherBeacon Pointe Advisors, LLC independent RIAOtherDec 20, 2016Aug 20, 2019 (973 d)
James Glenn HerrellPartnervest Advisory Services LLC otherBeacon Pointe Advisors, LLC otherOtherJun 28, 2016Jun 1, 2016
Indya Maree YuillGuggenheim Investments otherBeacon Pointe Advisors, LLC otherOtherApr 29, 2016May 17, 2016
Douglas IgelPrecept Advisory Group LLC otherBeacon Pointe Advisors, LLC otherOtherMar 4, 2016Mar 23, 2016
Mark Draper FlintBrandes Investment Partners, LP otherBeacon Pointe Advisors, LLC otherOtherDec 31, 2015Jan 6, 2016
Paul Joseph SalernoSelect Planning Group, Inc. unclassifiedBeacon Pointe Advisors, LLC otherOtherApr 21, 2015May 5, 2015
Paul Joseph DeeleyAlbert Heeg Investment Management otherBeacon Pointe Advisors, LLC otherOtherMar 30, 2015Feb 29, 2016 (336 d)
Timothy Paul McnamaraJm Mcnamara, LLC unclassifiedBeacon Pointe Advisors, LLC independent RIAOtherDec 31, 2014Jul 21, 2025 (3855 d)
Robert ParkStrategic Advisers LLC national BDBeacon Pointe Advisors, LLC otherOtherMay 9, 2014May 28, 2014
Jace David ProwsStrategic Advisers LLC national BDBeacon Pointe Advisors, LLC otherOtherDec 24, 2013Jan 7, 2014
Michael Thomas LambrakisWells Fargo Advisors wirehouseBeacon Pointe Advisors, LLC otherOtherNov 18, 2013Dec 10, 2013
Vanessa Young BurnettPension Architects Advisory Group, LLC otherBeacon Pointe Advisors, LLC independent RIAOtherSep 5, 2013Oct 16, 2024 (4059 d)
Stephanie Anne RumoldJ.P. Morgan Private Wealth Advisors LLC otherBeacon Pointe Advisors, LLC otherOtherJul 8, 2013Aug 27, 2013 (50 d)
Thomas Charles StefaniakLPL Financial LLC otherBeacon Pointe Advisors, LLC independent RIAOtherJun 13, 2013Mar 2, 2023 (3549 d)
Heather Renee SchaberAllspring Funds Management, LLC otherBeacon Pointe Advisors, LLC independent RIAOtherMar 25, 2013Apr 21, 2023 (3679 d)
Lydia DupontMorgan Stanley wirehouseBeacon Pointe Advisors, LLC otherOtherDec 3, 2012Jan 4, 2013 (32 d)
Kelly Lauren DigonziniMsi Financial Services, Inc. otherBeacon Pointe Advisors, LLC otherOtherOct 26, 2012Nov 7, 2012
Matthew David BelfantiMorgan Stanley wirehouseBeacon Pointe Advisors, LLC otherOtherJun 14, 2012Jul 26, 2012 (42 d)
Charles Joseph RamosGeneos Wealth Management, Inc. otherBeacon Pointe Advisors, LLC independent RIAOtherDec 31, 2011Oct 19, 2023 (4310 d)
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371 moves match.