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Beacon Investment Advisors LLC CRD 127368
$542M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7 Brookes Avenue, Gaithersburg, MD 20877 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-27 |
| VA | RA | APPROVED | 2023-04-27 |
| MD | RA | APPROVED | 2003-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Investment Advisors, Llc | Gaithersburg | MD | 07/2003 | Present |
| C.P. Abod & Co., Llc | Gaithersburg | MD | 01/1997 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-02 |
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