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Boonseon Song Gudmundsen

Beacon Financial Management LLC

Carlsbad, CA

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Current Employers
Beacon Financial Management Llc

Carlsbad, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-24
  • CA RA
    APPROVED
    Since 2025-11-24

Branch Locations

Carlsbad, CA • 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
Gudmundsen Family Carlsbad CA 06/2004 Present
Beacon Financial Management Llc Carlsbad CA 07/2011 10/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-30
  • S65 Uniform Investment Adviser Law Examination
    2010-10-30
Designations

View on SEC IAPD

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