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72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-10 |
| LA | RA | APPROVED | 2024-01-10 |
| GA | RA | APPROVED | 2024-01-04 |
Branch Locations
72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328 • United States
Malaga, Andalusia, 29017 • Spain
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benedetti, Gucer & Associates | Atlanta | GA | 03/2013 | 06/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2013 | Present |
| Beam Wealth Advisors (F/Ka/ Benedetti, Gucer & Associates) | Atlanta | GA | 03/2013 | Present |
1.) BEAM WEALTH ADVISORS, INC (DBA BENEDETTI, GUCER & ASSOCIATES). INVESTMENT RELATED. AT REGISTERED LOCATION. RIA. PRINCIPAL, FINANCIAL ADVISOR. 03/2013, 160 HRS/MO; 2.) BENEDETTI &GUCER PROPERTIES. NOT INVESTMENT RELATED. REAL ESTATE MANAGEMENT.7000 PEACHTREE DUNWOODY RD, BUILDING 6, SUITE 100, ATLANTA GA 30328. CEO-REAL ESTATE MANAGEMENT. 10 HRS/MO; 3.) PKS FINANCIAL SERVICES; INVESTMENT RELATED 80 STATE STREET, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS START DATE: 6/27/13; 4.) SOCCER COACH(EMPLOYEE)-NOT INVESTMENT RELATED-GRADY HIGH SCHOOL, 929 CHARLES ALLEN DR NE, ATLANTA, GA 30309 - HIGH SCHOOL SOCCER COACH-VARSITY BOYS SOCCER COACH-40 HRS/MO-1-2 DURING TRADING HRS. ORGANIZES PRACTICE, LINE-UPS FOR GAMES, SELECTS PLAYERS, ETC; 5.) CORPORATECUFFLINKS.COM-NOT INVESTMENT RELATED-7000 PEACHTREE DUNWOODY RD., BUILDING 6, SUITE 100, ATLANTA, GA 30328-CUFFLINK SALES WEBSITE-OWNER-0 HRS/MO-SITE IS NOT CURRENTLY OPERATIONAL; 6.) PEACHTREE LOFTS UNIT 824, LLC-NOT INVESTMENT RELATED-7000PEACHTREE DUNWOODY RD, BLDG 6, STE 100-OFFICE RENTAL-CEO-2013-10 HRS/MO-0 DURING TRADING HRS- MANAGES TENANT RELATIONSHIPS, NEGOTIATES LEASE RENEWALS, OVERSEES ONGOING PROPERTY MAINTENANCE, ETC; 7.) BENEDETTI & GUCER TIMBER, LLC-NOT INVESTMENT RELATED- 7000 PEACHTREE DUNWOODY RD, BLDG 6, STE 100-TIMBER-CEO-9/2017-10 HRS/MO-0 DURING TRADING HRS-OVERSEES OPERATIONS, NEGOTIATES WITH VENDORS, ETC. WORKS WITH FORESTRY CONSULTANT, GFC FOREST RANGERS, TREE NURSERY TO DETERMINE WHAT PROCEDURES ARE NEEDED; 8.) NOTARY PUBLIC; NOT INVESTMENT RELATED; 7000 PEACHTREE DUNWOODY RD NE. BLDG 6, STE 100, ATLANTA GA 30328; NOTARY; 2017; 0.1 HRS/MO; 0.1 HRS DURING TRADING; NOTARIZE FORMS. 9.) BGA TEAMS INSURANCE AGENCY LLC. INVESTMENT-RELATED. LOCATED AT 7000 PEACHTREE DUNWOODY RD, BUILDING 6, SUITE 100, ATLANTA, GA 30328. MANAGING MEMBER / 1/2 OWNER. INSURANCE AGENCY. START: 02/2023. 1 HR/MONTH; ALL DURING TRADING HOURS. OWNER/MANAGING MEMBER, SET UP INSURANCE AGENCY TO TO COMBINE INSURANCE SALES FOR BGA AND BEAM BRANCHES. 10.) TIMBER FARM. NOT INVESTMENT RELATED. 52 FULLEN ROAD, SPARTA, GA, 31087. TIMBER FARM. OWNER. START DATE: 06/24/2019. 1 HRS/ MONTH; ALL DURING TRADING HOURS. ORGANIZE LAND MANAGEMENT ACTIVITES THINNING, PRESCRIBED BURN, ETC. 11.) CATHOLIC FOUNDATION OF NORTH GA. INVESTMENT RELATED. 5871 GLENRDIGE DR, SUITE 300, ATLANTA, GA, 30328. INVESTMENT COMMITTEE. INVESTMENT COMMITTEE MEMBER. START DATE: 01/01/2018. 1 HRS/ MONTH; ALL DURING TRADING HOURS. REVIEWING AND APPROVING DISTRIBUTIONS TO VARIOUS CHURCHES AND SCHOOLS. REVIEWING INVESTMENT RETURNS FROM THE ENDOWMENT. 12.) BEAM Tax Services LLC. NOT INVESTMENT RELATED. 7000 PEACHTREE DUNWOODY RD., NE, BLDG 6 SUITE 100. TAX PREP. OWNER. 10/2024. 2 HRS/MONTH. 2 HRS DURING SECURITIES HRS. TAX PREP. 13.) Beam CPA Services, LLC. Non-Investment Related. 7000 PEACHTREE DUNWOODY RD, BUILDING 6, SUITE 100. CPA Services. Managing Member/Owner. 1/2025. 2. 2. CPA Services. 14.) AIRBNB. Not Investment Related. Atlanta, GA 30306. Rental Property. Owner. Start date 01/2025. 2Hrs/Month; 1Hr/Month during trading hours. Owner of Rental Property. 15.) BGA Teams, Inc. Non-Investment Related. 80 State Street, Albany NY, 12207. Holding Company. Managing Member. 01/2023. 1. 0. Managing member of holding company. and expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-05 |
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