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72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beam Wealth Advisors, Inc. (Dba Benedetti, Gucer & Associates) | Denver | CO | 01/2013 | Present |
| Securities America, Inc. | Denver | CO | 07/2015 | 03/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2022 | Present |
| Benedetti, Gucer & Associates | Denver | CO | 01/2022 | 06/2024 |
1) 1. BEAM Wealth Advisors, Inc./Benedetti, Gucer & Associates 2. Investment related 3. Office of employment address 4. RIA 5. CCO 6. 01/2012 7. 20 hrs/mo 8. 20 hrs during trading 9. CCO of the RIA 10. CCO for firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-12 |
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