David Lee Buselmeier

Employer firm

Beacon Capital Management, LLC CRD 156228

$1.27B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Beacon Capital Management, Llc

751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2016-10-25

TN RA
APPROVED

Since 2016-10-25

Branch Locations

751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • 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
Premier Asset Management	Brentwood	TN	01/2015	09/2016
Commonwealth Financial Network	Waltham	MA	01/2015	09/2016
Kalos Capital	Alpharetta	GA	10/2016	11/2017
Beacon Capital Management	Franklin	TN	10/2016	Present

01/2015 → 09/2016

Premier Asset Management

Brentwood, TN
01/2015 → 09/2016

Commonwealth Financial Network

Waltham, MA
10/2016 → 11/2017

Kalos Capital

Alpharetta, GA
10/2016 → Present

Beacon Capital Management

Franklin, TN

Previous Registrations

2016-01-05 → 2016-09-30

Commonwealth Financial Network

Brentwood, TN

Other Businesses

Insurance Sales POSITION: Insurance Sales Agent ADDRESS: 751 Cool Springs Blvd., Suite 106, Franklin, Tennessee 37067. DESCRIPTION: Sales of Life Insurance, Long Term Care Insurance, Disability Insurance, and Annuities. START DATE: 01/01/2015 INVESTMENT RELATED: No. NUMBER OF HOURS: 20 TRADING HOURS: 20

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-08-28

S66 Uniform Combined State Law Examination

2015-08-28

Designations

Certified Financial Planner

Other Names

Davidlee Buselmeier

View on SEC IAPD