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Current Employers
Beam Wealth Advisors, Inc.

72096 Ramos Avenue Suite D, Covington, LA 70433 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-06-07
  • CO RA
    APPROVED
    Since 2019-06-07

Branch Locations

Denver, CO • 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
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
  • 01/2013 → Present
    Beam Wealth Advisors, Inc. (Dba Benedetti, Gucer & Associates)
    Denver, CO
  • 07/2015 → 03/2022
    Securities America, Inc.
    Denver, CO
  • 04/2022 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2022 → 06/2024
    Benedetti, Gucer & Associates
    Denver, CO
Previous Registrations
  • 2010-02-16 → 2012-12-31
    West Palm Beach, FL
  • 2006-03-15 → 2009-11-02
    Mutual Service Corporation
    Boston, MA
  • 2003-02-13 → 2005-11-11
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-12
  • S66 Uniform Combined State Law Examination
    2003-02-12
Other Names
  • Amy L Mccabe
  • Amy L Mccabe
  • Amy Lynn Wierling

View on SEC IAPD

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