Best Investors Account Sign in
Inactive

Frankie Victor Merritt

Beacon Capital Management, LLC

Franklin, TN

Claim This Profile
Current Employers
Beacon Capital Management, Llc

751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01

Branch Locations

751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • 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 Capital Management, Inc. Franklin TN 05/2013 10/2016
Kalos Capital, Inc. Alpharetta GA 09/2013 11/2017
Beacon Capital Management, Llc Franklin TN 01/2017 Present
Beacon Capital Management, Llc Franklin TN 10/2016 Present
Previous Registrations
  • 2008-10-22 → 2010-07-21
    Msi Financial Services, Inc.
    Merrillville, IN
    Plymouth, IN
    Merrillville, IN
Other Businesses

Insurance Sales POSITION: Insurance Sales Agent ADDRESS: 751 Cool Springs Blvd., Suite 106, Franklin, Tennessee  37067. DESCRIPTION: Sales of Life Insurance, Long Term Care Insurance, Disability Insurance, and Annuities. START DATE: 01/01/2013 INVESTMENT RELATED: No NUMBER OF HOURS: 2 TRADING HOURS: 2

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-07
S66 Uniform Combined State Law Examination 2008-10-13
  • S65 Uniform Investment Adviser Law Examination
    2016-10-07
  • S66 Uniform Combined State Law Examination
    2008-10-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Franklin, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor