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Current Employers
Beam Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-11
FL RA APPROVED 2024-05-30
GA RA APPROVED 2024-03-01
  • TX RA
    APPROVED_RES
    Since 2024-06-11
  • FL RA
    APPROVED
    Since 2024-05-30
  • GA RA
    APPROVED
    Since 2024-03-01

Branch Locations

Jensen Beach, FL • United States

7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 03/2018
    Wells Fargo Advisors
    Atlanta, GA
  • 03/2018 → 06/2024
    Benedetti, Gucer & Associates
    Atlanta, GA
  • 03/2018 → Present
    Beam Wealth Advisors, Inc. (F/K/A Benedetti Gucer & Associates)
    Atlanta, GA
Previous Registrations
  • 2018-05-17 → 2024-06-17
    Benedetti, Gucer & Associates
    Atlanta, GA
    Suwanee, GA
  • 2011-03-07 → 2018-04-12
    Colorado Springs, CO
    Greenwood Village, CO
    Colorado Springs, CO
    Colorado Springs, CO
    Greenwood Village, CO
    Cumming, GA
    Atlanta, GA
    Colorado Springs, CO
    Atlanta, GA
  • 2005-07-20 → 2010-12-09
    Chase Investment Services Corp.
    Colorado Springs, CO
    Colorado Springs, CO
    Colorado Springs, CO
    Colorado Springs, CO
    Colorado Springs, CO
    Colorado Springs, CO
    Manitou Springs, CO
  • 2003-12-09 → 2005-08-11
    Sentra Securities Corporation
    Juno Beach, FL
  • 2001-09-07 → 2003-10-10
    Morgan Stanley Dw Inc.
    Coral Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-17
  • S66 Uniform Combined State Law Examination
    2001-10-17
Other Names
  • Cheryl Ford
  • Cher Scout

View on SEC IAPD

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