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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 2016-08-31
LA RA APPROVED 2007-10-03
  • TX RA
    APPROVED
    Since 2016-08-31
  • LA RA
    APPROVED
    Since 2007-10-03

Branch Locations

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

2895 Highway 190 Suite 218, Mandeville, LA 70471 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beam Wealth Advisors, Inc. Mandeville LA 10/1999 Present
Securities America Inc Mandeville LA 07/2015 03/2022
Other Businesses

***HOFFMAN DIVORCE STRATEGIES POSITION: PRACTICING AS A CERTIFIED DIVORCE FINANCAL ANALYST INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/1999 ADDRESS: 2895 HWY 190, SUITE 218, MANDEVILLE LA 70471 DESCRIPTION: ASSIST DIVORCING CLIENTS AND THEIR ATTORNEYS WITH ANALYZING AND PROPOSING FINANCIAL SETTLEMENTS,ASSISTING ATTORNEYS WITH THE PREPARATION OF COURT ORDERS TO DIVIDE PENSIONS, EXPERT TESTIMONY IN COURT AND APPOINTMENT AS COURT'S EXPERT

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-09
  • S63 Uniform Securities Agent State Law Examination
    1997-04-09
Designations
Other Names
  • Andy Hoffman

View on SEC IAPD

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