Teressa Dawn Beard

Current Employers

Sequinox Wealth Management, Llc

941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-06-04

PA RA
APPROVED

Since 2025-06-04

Branch Locations

941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • 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
Sequinox	Lancaster	PA	09/2015	Present
J.W. Cole Advisors, Inc.	Tampa	FL	04/2018	12/2020
Mulholland Wealth Advisors, Llc	Scottsdale	AZ	12/2020	Present
Sequinox Wealth Management, Llc	Lancaster	PA	06/2025	Present

09/2015 → Present

Sequinox

Lancaster, PA
04/2018 → 12/2020

J.W. Cole Advisors, Inc.

Tampa, FL
12/2020 → Present

Mulholland Wealth Advisors, Llc

Scottsdale, AZ
06/2025 → Present

Sequinox Wealth Management, Llc

Lancaster, PA

Previous Registrations

2020-12-18 → 2026-07-17

Mulholland Wealth Advisors, Llc

Lancaster, PA
2018-11-05 → 2020-12-22

J. W. Cole Advisors, Inc.

Lancaster, PA

Tampa, FL

Other Businesses

Sequinox - DBA; 941 Wheatland Place, Investment Related, 941 Wheatland Avenue, Suite 101, Lancaster PA 17603;173 hours per month devoted; Executive Administrative Assistant

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-11-05

S65 Uniform Investment Adviser Law Examination

2018-11-05

Other Names

Teressa Dawn Musser

View on SEC IAPD

Current Employers

Sequinox Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews