Inactive

David Scott Trettel

Beacon Financial Strategies Corp.

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Current Employers

Beacon Financial Strategies Corp.

7100 Six Forks Road Suite 135, Raleigh, NC 27615 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-10-29

NC RA
APPROVED

Since 2024-10-29

Branch Locations

7100 Six Forks Road Suite 135, Raleigh, NC 27615 • 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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Raleigh	NC	10/2015	07/2020
Charles Schwab & Co., Inc	Raleigh	NC	07/2020	12/2021
Charles Schwab Bank, Ssb	Raleigh	NC	07/2020	12/2021
Weston Banks Wealth Partners	Raleigh	NC	01/2022	04/2022
Unemployed	Raleigh	NC	04/2022	06/2022
Strategic Wealth Designers	Raleigh	NC	06/2022	11/2022
Unemployed	Raleigh	NC	11/2022	07/2023
Baird	Raleigh	NC	07/2023	01/2024
Beacon Financial Strategies Corp.	Raleigh	NC	09/2024	Present
Unemployed	Raleigh	NC	01/2024	09/2024

10/2015 → 07/2020

Wells Fargo Advisors, Llc

Raleigh, NC
07/2020 → 12/2021

Charles Schwab & Co., Inc

Raleigh, NC
07/2020 → 12/2021

Charles Schwab Bank, Ssb

Raleigh, NC
01/2022 → 04/2022

Weston Banks Wealth Partners

Raleigh, NC
04/2022 → 06/2022

Unemployed

Raleigh, NC
06/2022 → 11/2022

Strategic Wealth Designers

Raleigh, NC
11/2022 → 07/2023

Unemployed

Raleigh, NC
07/2023 → 01/2024

Baird

Raleigh, NC
09/2024 → Present

Beacon Financial Strategies Corp.

Raleigh, NC
01/2024 → 09/2024

Unemployed

Raleigh, NC

Previous Registrations

2023-08-02 → 2024-01-25

Robert W. Baird & Co. Incorporated

Raleigh, NC
2022-06-15 → 2023-01-23

Strategic Wealth Investment Group, Llc

Raleigh, NC

Louisville, KY
2022-01-12 → 2022-04-20

Prospera Financial Services, Inc.

Raleigh, NC
2020-08-13 → 2022-01-20

Charles Schwab & Co., Inc.

Chapel Hill, NC

Raleigh, NC
2015-11-10 → 2020-07-27

Wells Fargo Clearing Services, Llc

Raleigh, NC
2015-09-15 → 2015-10-23

Principal Securities, Inc.

Raleigh, NC
2015-04-20 → 2015-08-17

Mutual Of Omaha Investor Services, Inc.

Raleigh, NC

Wilmington, NC

Raleigh, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-03-11

S66 Uniform Combined State Law Examination

2015-03-11

Designations

Other Names

Dave Trettel

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.

FORTRESS PRIVATE LEDGER, LLC

OLDE RALEIGH FINANCIAL GROUP

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ADVISORY SERVICES NETWORK

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

JAMES MICHAEL TARKENTON

CALEB ROBERT GRIFFITH

William Dean Cotton

Earl Scott Butcher

DAVID JEFFREY HERMAN

JAY DAVID MCKINNEY

BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC

ADVISORY SERVICES NETWORK · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC

EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

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