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Current Employers
Beam Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-17
TX RA APPROVED 2024-06-10
FL RA APPROVED 2024-06-04
  • GA RA
    APPROVED
    Since 2024-06-17
  • TX RA
    APPROVED
    Since 2024-06-10
  • FL RA
    APPROVED
    Since 2024-06-04

Branch Locations

Jacksonville, FL • United States

7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328 • 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
B&C Financial Advisors Ponte Vedra Beach FL 06/2016 02/2023
Benedetti, Gucer & Associates Atlanta GA 03/2023 06/2024
Beam Wealth Advisors (F/K/A Benedetti, Gucer & Associates) Atlanta GA 03/2023 Present
  • 06/2016 → 02/2023
    Ponte Vedra Beach, FL
  • 03/2023 → 06/2024
    Benedetti, Gucer & Associates
    Atlanta, GA
  • 03/2023 → Present
    Beam Wealth Advisors (F/K/A Benedetti, Gucer & Associates)
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-05
S63 Uniform Securities Agent State Law Examination 2012-04-23
  • S66 Uniform Combined State Law Examination
    2015-09-05
  • S63 Uniform Securities Agent State Law Examination
    2012-04-23
Designations

View on SEC IAPD

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