Charles Anthony Beach

Current Employers

Employment History

• 02/1998 → 11/2017
  Umb Bank Colorado
  Colorado Springs, CO
• 11/2017 → 06/2021
  Voya Financial Advisors, Inc.
  El Segundo, CA
• 03/1998 → 10/2017
  Umb Financial Services, Inc.
  Colorado Springs, CO
• 06/2021 → Present
  Cetera Wealth Services, Llc
  Colorado Springs, CO
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-11-02 → 2021-06-09
  Voya Financial Advisors, Inc.
  Colorado Springs, CO
  Midvale, UT
  Windsor, CT
• 2002-11-26 → 2017-11-07
  Umb Financial Services, Inc.
  St. Louis, MO
  Colorado Springs, CO
  Denver, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Denver, CO
  Denver, CO
  Denver, CO
  Denver, CO

Other Businesses

NAME OF ENTITY:CHARLES BEACH-RENTAL PROPERTY; No; 3345 MARBLE TER; COLORADO SPRGS; CO; 80906; RENTAL PROPERTY; OWENR; 1/1/2006; 1; 0; MAINTAIN PROPERTY AND COLLECT RENT AND PAY BILLS|NAME OF ENTITY:BEACH CAPITAL MANAGEMENT; Yes; 831 S NEVADA AVE STE 100B; COLORADO SPRINGS; CO; 80903; FINANCIAL SERVICES/DBA; OWNER/PRESIDENT; 11/1/2017; 160; 160; SALE AND SERVICE OF INSURANCE,SECURITIES AND INVESTMENT PRODUCTS.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 831 S NEVADA AVE STE 100B; COLORADO SPRINGS; CO; 80903; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/1/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS.|NAME OF ENTITY:FORT COLLINS PROPERTY; No; 304 Annabel lane; Fort Collins; CO; 80525; MANAGEMENT COMPNAY; OWNER; 9/5/2019; 1; 0; Property manager handles property my duties are just to authorize payment of expenses to property manager and have AET pay them|

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-28
• S63 Uniform Securities Agent State Law Examination
  1995-10-12

Other Names

• Tony Beach