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72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2013-11-08 |
Branch Locations
925 N. Washington Street, Tullahoma, TN 37388 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-21 |
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