DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Beacon Pointe Wealth 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.

Advisor	From	To	Type	Left	Registered
Michael Alexander Gonzalez	Sei Investments Management Corp asset manager	Beacon Pointe Wealth Advisors, LLC independent RIA	Other	Jan 21, 2020	Feb 12, 2020
Nicholas William English	Adviceperiod, LLC independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	Dec 6, 2019	Jan 3, 2020
Jacob R. Heisler	Versant Capital Management, Inc. independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	Oct 3, 2019	Jan 30, 2020 (119 d)
David Peter Suess	Pruco Securities, LLC BD affiliated	Beacon Pointe Wealth Advisors, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 29, 2019	Aug 2, 2019
Eric John Hamel	Pure Financial Advisors, LLC independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	Jul 16, 2019	Aug 5, 2019
Donald John Hertling	Heller Wealth Advisors, LLC. independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	May 7, 2019	May 6, 2019
Michael John Whittemore	Heller Wealth Advisors, LLC. independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	May 7, 2019	Apr 22, 2019
Scott J Drown	Heller Wealth Advisors, LLC. independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	May 7, 2019	Apr 29, 2019
Melissa J Gerckens	Heller Wealth Advisors, LLC. independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	May 7, 2019	Apr 9, 2019
Callie Lorraine Renner	Heller Wealth Advisors, LLC. independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	May 7, 2019	Apr 9, 2019
James G Elliott	Heller Wealth Advisors, LLC. independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	May 7, 2019	Apr 22, 2019
Andrew Christopher Hunt	Beacon Pointe Advisors, LLC independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	Jan 23, 2019	Jun 1, 2018
Indya Maree Yuill	Beacon Pointe Advisors, LLC independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	Jan 7, 2019	Jan 7, 2019
Julia Michelle Cummings	Adviceperiod, LLC independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	Dec 7, 2018	Nov 28, 2018
Kary Joshua Silvers	Beacon Pointe Advisors, LLC independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	Oct 15, 2018	Aug 22, 2018
Jace David Prows	Beacon Pointe Advisors, LLC independent RIA	Beacon Pointe Wealth Advisors, LLC independent RIA	RIA to RIA	Jun 7, 2018	Apr 12, 2018
Josh Ac Rummonds	Principal Securities, Inc. BD affiliated	Beacon Pointe Wealth Advisors, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	May 3, 2018	May 8, 2018
Alisa B Garnek	Janney Montgomery Scott LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Mar 6, 2018	Mar 28, 2018
Michele Thibodeau Sarna	Integrated Wealth Management, Inc. other	Beacon Pointe Wealth Advisors, LLC other	Other	Jul 12, 2017	Jul 12, 2017
Brandt Laurence Kuhn	Integrated Wealth Management, Inc. other	Beacon Pointe Wealth Advisors, LLC other	Other	Jul 12, 2017	Jul 12, 2017
Mark Donnelly	Aepg Wealth Strategies other	Beacon Pointe Wealth Advisors, LLC other	Other	Apr 12, 2017	May 15, 2017 (33 d)
James Joel Ward	Ironmark Advisors, LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Mar 31, 2017	Oct 3, 2016
Eric Russell Witte	Ironmark Advisors, LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Mar 31, 2017	Oct 3, 2016
Samuel Dale Mitchell	Ironmark Advisors, LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Mar 31, 2017	Oct 4, 2016
Paul Joseph Salerno	Beacon Pointe Advisors, LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Mar 30, 2017	Jun 23, 2015
Bryan Andrew Moylan	Walden Capital Advisors, LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Mar 29, 2017	Feb 22, 2017
Kenneth Brian Kann	Windsor Capital Management, LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Jan 27, 2017	Feb 27, 2017 (31 d)
James Glenn Herrell	Beacon Pointe Advisors, LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Sep 14, 2016	Jun 2, 2016
Vincent Paul Franks	Svb Wealth other	Beacon Pointe Wealth Advisors, LLC other	Other	Mar 29, 2016	Apr 26, 2016
Sara Kalsman	Reilly Financial Advisors other	Beacon Pointe Wealth Advisors, LLC other	Other	Feb 19, 2016	Mar 23, 2016 (33 d)
Medha A Nadgir	Tpw Financial other	Beacon Pointe Wealth Advisors, LLC other	Other	Nov 30, 2015	Jan 4, 2016 (35 d)
Chitra Raghavan Staley	Tpw Financial other	Beacon Pointe Wealth Advisors, LLC other	Other	Nov 30, 2015	Jan 4, 2016 (35 d)
Flynn Thomas Mcdonnell	F-Squared Investments, Inc other	Beacon Pointe Wealth Advisors, LLC independent RIA	Other	Aug 24, 2015	Feb 21, 2019 (1277 d)
Mark Vincent Mathers	Svb Wealth other	Beacon Pointe Wealth Advisors, LLC other	Other	Feb 5, 2015	Jan 4, 2016 (333 d)
Tyler M Brock	Polaris Wealth Advisory Group other	Beacon Pointe Wealth Advisors, LLC other	Other	Feb 4, 2015	Mar 6, 2015
Brian Lawrence Coughlan	Capital Investment Counsel Inc other	Beacon Pointe Wealth Advisors, LLC other	Other	Nov 21, 2014	Jan 13, 2015 (53 d)
Andrew Richard Reinhardt	Capital Investment Counsel Inc other	Beacon Pointe Wealth Advisors, LLC other	Other	Nov 21, 2014	Mar 19, 2015 (118 d)
Christopher Frank Palermo	Capital Investment Counsel Inc other	Beacon Pointe Wealth Advisors, LLC other	Other	Nov 21, 2014	Jan 13, 2015 (53 d)
Landen Leon Lunsway	Capital Investment Counsel Inc other	Beacon Pointe Wealth Advisors, LLC other	Other	Nov 21, 2014	Jan 13, 2015 (53 d)
Matthew John Armistead	Camelback Wealth Management, LLC unclassified	Beacon Pointe Wealth Advisors, LLC other	Other	Oct 8, 2014	Oct 27, 2014
Rebecca Minch Tornabene	Usaa Financial Planning Services no RAUM	Beacon Pointe Wealth Advisors, LLC other	Other	May 21, 2014	Sep 23, 2016 (856 d)
James Ferrill Davenport	Wells Fargo Advisors wirehouse	Beacon Pointe Wealth Advisors, LLC other	Other	Jan 7, 2014	Feb 10, 2014 (34 d)
Gary Keith Dorfman	Pacific Pointe Advisors LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Dec 31, 2013	Oct 2, 2013
Njambi P Hooks	Strategic Advisers LLC national BD	Beacon Pointe Wealth Advisors, LLC other	Other	Oct 21, 2013	Nov 21, 2013 (31 d)
Stephanie Anne Rumold	Beacon Pointe Advisors, LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Sep 18, 2013	Aug 27, 2013
James Raymond Valmonte	Independent Financial Advisors LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Apr 26, 2013	May 7, 2013
Teresa Ann Parker	Independent Financial Advisors LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Apr 26, 2013	May 7, 2013
Mark Louis Moehlman	Wealth Management Network LLC other	Beacon Pointe Wealth Advisors, LLC other	Other	Dec 31, 2012	Jan 31, 2013 (31 d)
Terry Alan Salomon	Wells Fargo Advisors wirehouse	Beacon Pointe Wealth Advisors, LLC other	Other	Mar 27, 2012	Jun 28, 2012 (93 d)
Alexi Howie	Excelcia Financial Group, Ltd. unclassified	Beacon Pointe Wealth Advisors, LLC other	Other	Oct 31, 2011	Nov 19, 2013 (750 d)
John Han	Excelcia Financial Group, Ltd. unclassified	Beacon Pointe Wealth Advisors, LLC other	Other	Oct 31, 2011	Sep 16, 2011
Sean Buxton	Excelcia Financial Group, Ltd. unclassified	Beacon Pointe Wealth Advisors, LLC other	Other	Oct 31, 2011	Sep 15, 2011
Rocky Lin	Excelcia Financial Group, Ltd. unclassified	Beacon Pointe Wealth Advisors, LLC other	Other	Oct 31, 2011	Sep 16, 2011
Tony Han	Excelcia Financial Group, Ltd. unclassified	Beacon Pointe Wealth Advisors, LLC other	Other	Oct 31, 2011	Sep 16, 2011
Steven Shaotsung Chang	Ameriprise Financial Services, LLC national BD	Beacon Pointe Wealth Advisors, LLC other	Other	Sep 19, 2011	Sep 16, 2011
Andrew Brian Saltzman	Cambridge Investment Research Advisors, Inc. other	Beacon Pointe Wealth Advisors, LLC other	Other	Mar 14, 2011	May 12, 2011 (59 d)
Bruce Alan Meyer	Copperwynd Financial other	Beacon Pointe Wealth Advisors, LLC other	Other	Jun 28, 2007	Mar 24, 2011 (1365 d)

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57 moves match.