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751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED_RES | 2015-09-30 |
Branch Locations
751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Capital Management Llc (Fka Beacon Financial Group Llc) | Franklin | TN | 05/2000 | Present |
| Kalos Capital, Inc | Alpharetta | GA | 09/2013 | 11/2017 |
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: 01/01/2000. INVESTMENT RELATED: No. NUMBER OF HOURS: 60 TRADING HOURS: 40 RENTAL PROPERTIES POSITION: 50% partner NATURE: Co-Own rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 106 Mission Court, Suite 501 & 502, Franklin, TN 37067 DESCRIPTION: Manage, maintain, and rent property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-03 |
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