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Beam Wealth Advisors, Inc. CRD 109867
$1.60B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-11 |
| FL | RA | APPROVED | 2024-05-30 |
| GA | RA | APPROVED | 2024-03-01 |
Branch Locations
Jensen Beach, FL • United States
7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Atlanta | GA | 08/2015 | 03/2018 |
| Benedetti, Gucer & Associates | Atlanta | GA | 03/2018 | 06/2024 |
| Beam Wealth Advisors, Inc. (F/K/A Benedetti Gucer & Associates) | Atlanta | GA | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-17 |
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