Advisor moves

Arrivals at Beacon Pointe Advisors, LLC

371 moves
AdvisorFromToTypeLeftRegistered
Peter Michael SousaBlackrock Fund Advisors otherBeacon Pointe Advisors, LLC independent RIAOtherDec 13, 2011Mar 5, 2026 (5196 d)
Karen M ReifelStrategic Advisers LLC national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2011Jan 27, 2025 (4968 d)
Michael BrellerSignator Investors, Inc. otherBeacon Pointe Advisors, LLC otherOtherAug 2, 2010Aug 25, 2010
Juna Ho ChiangJc Financial Planning & Investments, LLC state registeredBeacon Pointe Advisors, LLC otherOtherJun 18, 2010Mar 22, 2012 (643 d)
David Mark HopkinsMorgan Stanley wirehouseBeacon Pointe Advisors, LLC otherOtherMay 28, 2010Jun 17, 2010
James Paul CooperMoors & Cabot, Inc otherBeacon Pointe Advisors, LLC independent RIAOtherMay 15, 2009Mar 10, 2022 (4682 d)
Marc Steven WolffMoors & Cabot, Inc otherBeacon Pointe Advisors, LLC independent RIAOtherApr 22, 2009Mar 7, 2025 (5798 d)
Bo Young LeeCitigroup Global Markets Inc. otherBeacon Pointe Advisors, LLC independent RIAOtherMar 6, 2008Jan 29, 2024 (5807 d)
Michael Thomas SmithLegg Mason Wood Walker, Incorporated unclassifiedBeacon Pointe Advisors, LLC independent RIAOtherAug 31, 2005Aug 30, 2024 (6939 d)
Michael Gaffney DowReams Asset Management Co LLC unclassifiedBeacon Pointe Advisors, LLC independent RIAOtherNov 5, 2004Jan 1, 2026 (7727 d)
Thomas Matthew BehrJames Sprout & Associates Inc unclassifiedBeacon Pointe Advisors, LLC independent RIAOtherOct 4, 2004Oct 3, 2023 (6938 d)
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