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Keith Leon Beverly

Re-Envision Wealth

New York, NY

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Current Employers
Re-Envision Wealth

260 Madison Avenue, 8Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APP_PEND_IARCE 2026-01-01
MD RA APP_PEND_IARCE 2026-01-01
NC RA APPROVED 2022-12-02
NY RA APPROVED 2022-04-19
VA RA APPROVED 2022-04-19
TX RA APPROVED_RES 2022-04-18
  • DC RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NC RA
    APPROVED
    Since 2022-12-02
  • NY RA
    APPROVED
    Since 2022-04-19
  • VA RA
    APPROVED
    Since 2022-04-19
  • TX RA
    APPROVED_RES
    Since 2022-04-18

Branch Locations

590 Madison Avenue Ibm Building, 21St Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Momentum Advisors, Llc. New York NY 02/2016 11/2018
Grid 202 Partners New York NY 11/2018 Present
  • 02/2016 → 11/2018
    Momentum Advisors, Llc.
    New York, NY
  • 11/2018 → Present
    Grid 202 Partners
    New York, NY
Previous Registrations
  • 2019-02-05 → 2019-03-13
    New York, NY
  • 2017-01-19 → 2018-12-31
    New York, NY
  • 2016-03-02 → 2016-12-31
    New York, NY
    Durham, NC
  • 2015-01-08 → 2016-03-03
    Osaic Fa, Inc.
    Silver Spring, MD
    Rockville, MD
  • 2013-07-09 → 2014-11-10
    New Paradigm Advisory Group
    Durham, NC
  • 2012-05-04 → 2012-12-31
    New Paradigm Advisory Group
    Durham, NC
  • 2011-07-21 → 2011-12-31
    New Paradigm Advisory Group
    Durham, NC
  • 2005-08-08 → 2007-11-30
    Fai Wealth Management
    Columbia, MD
Other Businesses

KEITH BEVERLY, INSURANCE, INVESTMENT RELATED, AGENT, OFFERS ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, TRADITIONAL LIFE INSURANCE. STARTED ON 10/2014 WORKING 20 HPM 15 DURING TRADING HOURS. KEITH BEVERLY, MANAGING MEMBER - DEMOCRATIZING CAPITAL LLC, INVESTMENT RELATED, STARTED ON 02/2024 WORKING 10 TO 20 HPM 5 TO 10 DURING TRADING HOURS. KEITH BEVERLY, MANAGING MEMBER - RE-ENVISION CAPITAL LLC, INVESTMENT RELATED, STARTED ON 02/2024 WORKING 10 TO 20 HPM 5 TO 10 DURING TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-19
S66 Uniform Combined State Law Examination 2004-03-09
  • S63 Uniform Securities Agent State Law Examination
    2015-03-19
  • S66 Uniform Combined State Law Examination
    2004-03-09
Designations

View on SEC IAPD

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