Richard Scott Beam

Current Employers

Employment History

• 10/2005 → 12/2019
  H. Beck, Inc.
  Rockville, MD
• 01/2008 → Present
  Richard S. Beam Cpa, Pc
  Verona, NJ
• 12/2019 → 01/2024
  Woodbury Financial Services Inc
  Verona, NJ
• 01/2024 → 12/2024
  Osaic Wealth, Inc.
  Verona, NJ
• 12/2024 → Present
  Packerland Borkerage Services
  Green Bay, WI

Previous Registrations

• 2024-01-19 → 2024-12-20
  Osaic Wealth, Inc.
  Verona, NJ
• 2019-12-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Verona, NJ
  Verona, NJ
  Sanford, FL
• 2006-09-29 → 2019-12-13
  Grove Point Investments, Llc
  Verona, NJ
  Verona, NJ

Other Businesses

1. THE RETIREMENT GROUP LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 05/15/2017 ADDRESS: 15 Bloomfield Ave, Verona NJ 07044, United States DESCRIPTION: Officer of Third Party Administration for defined contribution and defined benefit plans. 2. RICHARD S BEAM CPA PC POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2008 ADDRESS: 15 Bloomfield Ave, Verona NJ 07044, United States DESCRIPTION: CPA office of tax preparation and accounting services. 3. 15 BLOOMFIELD AVE LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/29/2005 ADDRESS: 15 Bloomfield Ave, Verona NJ 07044, United States DESCRIPTION: I own the building, occupy 1 unit and rent out the remaining 3 units. I own and rent out a single family house at 15 Hillside Avenue Verona NJ and a summer cottage at 22 Chipmunk Ln Lake Placid NY.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-25
• S63 Uniform Securities Agent State Law Examination
  2001-10-11