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Current Employers
Beam Wealth Advisors, Inc.

72096 Ramos Avenue Suite D, Covington, LA 70433 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-03
LA RA APPROVED 2022-02-09
  • TX RA
    APPROVED
    Since 2022-10-03
  • LA RA
    APPROVED
    Since 2022-02-09

Branch Locations

Metairie, LA • United States

72096 Ramos Avenue Suite D, Covington, LA 70433 • 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
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-13
  • S66 Uniform Combined State Law Examination
    2018-04-13
Designations
Other Names
  • Garrett P Leroux

View on SEC IAPD

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