Best Investors Account Sign in
Current Employers
Beam Wealth Advisors, Inc.

72096 Ramos Avenue Suite D, Covington, LA 70433 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2013-11-08
  • TN RA
    APPROVED
    Since 2013-11-08

Branch Locations

925 N. Washington Street, Tullahoma, TN 37388 • 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
Anchor Capital Tullahoma TN 09/1997 Present
Beam Wealth Advisors, Inc. Covington LA 07/2013 Present
Securities America Inc Tullahoma TN 07/2015 04/2022
Purshe Kaplan Sterling Investments Albany NY 04/2022 Present
Ray & Gregory Pc Tullahoma TN 09/1997 Present
  • 09/1997 → Present
    Anchor Capital
    Tullahoma, TN
  • 07/2013 → Present
    Covington, LA
  • 07/2015 → 04/2022
    Securities America Inc
    Tullahoma, TN
  • 04/2022 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/1997 → Present
    Ray & Gregory Pc
    Tullahoma, TN
Previous Registrations
  • 2010-07-29 → 2013-03-27
    Tullahoma, TN
    Tullahoma, TN
    San Diego, CA
    Tullahoma, TN
    Murfreesboro, TN
Other Businesses

1) Anchor Capital; Not Investment Related; At registered location; real estate, rental property/farming, self rental; partner; 09/10/1997; 10-15hrs/mo; 0 during trading; collect rents, pay repairs and property taxes, manage tenants and send out late notices. 2) BEAM Wealth Advisors; Investment Related; Same as BD Branch; RIA; IAR; July 2013; 130 hrs/mo; 4-5hrs during trading; IAR of RIA Firm. Offer Advisory services to clients. 3) Ray & Gregory PC; Not Investment Related; Same as BD Branch; CPA Firm; CPA/Partner; September 1997; 170 hrs/mo; 170 hrs during trading; CPA/Partner. 4) Self- Insurance; Investment Related; Same as BD Branch; Insurance Sales; January 2019; 0 hrs/mo; 0 hrs during trading; Insurance License, have the ability to sell insurance on a case by case basis. 5) Phoenix Capital; Not Investment Related; Same as BD Branch; real estate, rental property, husband and wife asset collection for financial statement purposes, business records the value of our personal belongings and other household assets; partner; 09/01/1997; 0 hrs/mo; 0 hrs during trading; My wife and I own personal real estate which we rent and also place our personal assets in the business to have an accounting of our estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-21
  • S66 Uniform Combined State Law Examination
    2000-09-21
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tullahoma, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor