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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-22 |
Branch Locations
400 Corner Stone Drive Ste 233, Williston, VT 05495 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 08/2014 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 08/2014 | 03/2019 |
| Woodbury Financial Services, Inc. | Williston | VT | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Williston | VT | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Williston | VT | 01/2024 | 03/2024 |
| Gibbs Wealth Management, Llc | Williston | VT | 03/2024 | Present |
| Beacon Wealth Management Llc | Williston | VT | 07/2014 | Present |
1. BEACON FINANCIAL GROUP Insurance agent Investment related 400 Cornerstone Drive, Suite 233 Williston, VT 05495 7/2014 20 hours/month 15 hours/month during trading hours 2. RENTAL PROPERTY Owner/Landlord Not investment related Rutland, VT 08/01/2014 8 hours/month 0 hours/month during trading hours 3. RENTAL PROPERTY Owner Not investment related Colchester, VT 06/11/1982 8 hours/month 2 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-20 |
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