Randy R Beeman

Current Employers

Choreo, Llc

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-05-01
VA	RA	APPROVED	2025-05-01

CT RA
APPROVED

Since 2025-05-01
VA RA
APPROVED

Since 2025-05-01

Branch Locations

Roxbury, CT • United States

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • 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 Yes
Termination No

Employment History

Organization	City	State	From	To
Yhb Wealth Advisors Llc	Winchester	VA	01/2018	10/2022
Rsr Group Of Virginia Llc	Winchester	VA	01/2014	12/2017
Direct 2 Consumer Marketing Llc	Winchester	VA	01/2014	12/2017
Glass Jacobson Wealth Advisors	Winchester	VA	10/2022	04/2025
Choreo, Llc	Roxbury	CT	05/2025	Present

01/2018 → 10/2022

Yhb Wealth Advisors Llc

Winchester, VA
01/2014 → 12/2017

Rsr Group Of Virginia Llc

Winchester, VA
01/2014 → 12/2017

Direct 2 Consumer Marketing Llc

Winchester, VA
10/2022 → 04/2025

Glass Jacobson Wealth Advisors

Winchester, VA
05/2025 → Present

Choreo, Llc

Roxbury, CT

Previous Registrations

2022-10-04 → 2025-04-29

Glass Jacobson Wealth Advisors

Winchester, VA

Owings Mills, MD
2018-01-27 → 2022-10-05

Yhb Wealth Advisors, Llc

Winchester, VA

Leesburg, VA
2007-07-20 → 2018-01-10

Robert W. Baird & Co. Incorporated

Reston, VA
2001-04-13 → 2007-08-02

Ferris, Baker Watts, Llc

Reston, VA

Reston, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-04-28
S63	Uniform Securities Agent State Law Examination	1998-04-14

S65 Uniform Investment Adviser Law Examination

1998-04-28
S63 Uniform Securities Agent State Law Examination

1998-04-14