Justin Tex Roberto

Employer firm

Beacon Freedom Advisory, LLC CRD 339717

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → 02/2020
  Globe Life Family Heritage
  Williamsburg, VA
• 05/2014 → 03/2020
  Pga Of America
  Williamsburg, VA
• 10/2016 → 05/2018
  The Everglades Club
  Palm Beach, FL
• 03/2020 → 10/2021
  Northwestern Mutual Life Insurance Company
  Williamsburg, VA
• 02/2020 → 10/2021
  Northwestern Mutual Investment Services Llc
  Williamsburg, VA
• 10/2021 → 10/2022
  Penn Mutual Life Insurance Company
  Williamsburg, VA
• 02/2022 → 10/2022
  Hornor, Townsend & Kent, Llc
  New York, NY
• 10/2022 → 10/2024
  First Financial Group/Mass Mutual
  Williamsburg, VA
• 10/2022 → 10/2024
  Mml Investors Services, Llc
  Virginia Beach, VA
• 10/2022 → Present
  Colonial Wealth Strategies
  Williamsburg, VA
• 11/2024 → 02/2026
  Tesfaye O'NEill Financial Llc
  Alexandria, VA
• 11/2025 → Present
  Beacon Freedom Advisory, Llc
  Williamsburg, VA

Previous Registrations

• 2024-11-22 → 2026-03-04
  Tesfaye O'NEill Financial
  Alexandria, VA
• 2024-01-08 → 2024-11-05
  Mml Investors Services, Llc
  Virginia Beach, VA
  Mclean, VA
  Williamsburg, VA
  Williamsburg, VA
  Virginia Beach, VA

Other Businesses

1) JUSTIN ROBERTO; Yes; RESIDENTIAL ADDRESS ON FILE; OUTSIDE INSURANCE; AGENT; 10/01/2022; 2 hrs/month; DUR TRADING: 2 hrs/month; LIFE, DISABILITY, LONG-TERM CARE, HEALTH // 2) INNOVATIVE BROKERS CORP; Yes; 1276 50TH ST, #10, BROOKLYN NY 11219; OUTSIDE INSURANCE; BROKER; 01/01/2022; 1 HR/MO; 1 hr/month during trading; DISABILITY. 3) JUSTIN ROBERTO; No; RESIDENTIAL ADDRESS ON FILE; PGA PROFESSIONAL/PGA COACH; PGA PROFESSIONAL; 08/20/2015; 12 hrs/month; 12 hrs/month during security; COACH WITH THE WILLIAM AND MARY WOMEN'S GOLF TEAM AND ASSIST WITH TOURNAMENT PREPARATION AND COMPETITIONS // 4) COLONIAL WEALTH STRATEGIES LLC; Yes; 5544 GREENWICH RD, SUITE 303, WILLIAMSBURG, VA 23462; OUTSIDE INSURANCE LLC/DBA; OWNER; 1/13/2024; 5 hrs/month; 5 hrs/month during sec hrs; LLC AND DBA FOR OUTSIDE INSURANCE COMMISSIONS// 5) POWER OF PROFESSIONAL PARTNERS; No; 36 Betz Lane, Hampton VA 23666; Business Networking, Community Service; President; 04/2020; 1-2hrs/month; 1-2 hrs/month during sec hours; Responsible for running the meeting, overseeing the committees within it// 6) BIZ ACADEMY 360; No; 36 Betz Lane, Hampton VA 23666; Business coaching: Co-Owner/Business Coach; 01/2024 0 hrs right now.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-06

Other Names

• Justin Tex Roberto