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72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
| LA | RA | APPROVED | 2022-02-09 |
Branch Locations
72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 03/2019 |
| Varsity Theatre | Baton Rouge | LA | 02/2013 | 01/2018 |
| Gambino's Bakery | Metairie | LA | 12/2017 | 02/2018 |
| Louisiana State University | Baton Rouge | LA | 08/2011 | 12/2016 |
| Wells Fargo Clearing Services, Llc | New Orleans | LA | 03/2019 | 09/2020 |
| Gambino's Bakery | Kenner | LA | 02/2019 | 03/2019 |
| Ameriprise Financial Services, Llc | New Orleans | LA | 09/2020 | 01/2022 |
| Beam Wealth Advisors, Inc. | Covington | LA | 01/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2022 | Present |
1) 1. BEAM Wealth Advisors, Inc. 2. Investment related 3. 72096 Ramos Ave, Suite D, Covington , LA 70433 4. RIA 5. Investment Advisor 6. 03/2022 7. 160 hrs/mo 8. 160 hrs during trading 9. Wealth Advisor, Financial Planning 10. Advisory Fees. 2) Fixed Insurance. Investment Related. 72096 Ramos Ave, Suite D, Covington , LA 70433. Licensed to Sell Insurance in the state of LA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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