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Current Employers
Beacon Investment Advisors Llc

7 Brookes Avenue, Gaithersburg, MD 20877 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-27
VA RA APPROVED 2023-04-27
MD RA APPROVED 2003-10-03
  • TX RA
    APPROVED_RES
    Since 2023-04-27
  • VA RA
    APPROVED
    Since 2023-04-27
  • MD RA
    APPROVED
    Since 2003-10-03

Branch Locations

7 Brookes Ave., Gaithersburg, MD 20817 • 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
Beacon Investment Advisors, Llc Gaithersburg MD 07/2003 Present
C.P. Abod & Co., Llc Gaithersburg MD 01/1997 Present
Other Businesses

CORNELL ABOD IS THE OWNER AND SOLE MEMBER OF C.P. ABOD & CO., LLC, ("CPA FIRM") A COMPANY PROVIDING ACCOUNTING SERVICES, AND BEACON RPC, LLC, A RETIREMENT PLAN CONSULTING FIRM . THE CPA FIRM PROVIDES TAX COMPLIANCE AND OTHER ACCOUNTING RELATED SERVICES AND BEACON RPC, LLC PROVIDES CONSULTING SERVICES TO RETIREMENT PLAN SPONSORS RELATING TO ESTABLISHING AND OPERATING RETIREMENT PLANS. MR. ABOD MAY SPEND UP TO 75% OF HIS TIME ON ACCOUNTING AND RETIREMENT PLAN ACTIVITIES. THE LOCATION OF THE CPA FIRM AND BEACON RPC, LLC IS 7 BROOKES AVE., GAITHERSBURG, MD 20817.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-02
  • S65 Uniform Investment Adviser Law Examination
    2003-10-02

View on SEC IAPD

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