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Beam Wealth Advisors, Inc. CRD 109867
$1.60B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-17 |
| TX | RA | APPROVED | 2024-06-10 |
| FL | RA | APPROVED | 2024-06-04 |
Branch Locations
Jacksonville, FL • United States
7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-23 |
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