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1755 Indianwood Circle, Suite 200, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2022-03-14 |
Branch Locations
1755 Indianwood Circle, Suite 200, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Associates Insurance Agency, Llc | Maumee | OH | 05/2020 | Present |
| Simplicity Wealth | Summit | NJ | 06/2020 | 03/2022 |
| Williams International Co., Llc | Pontiac | MI | 08/2014 | 05/2020 |
| Beacon Associates Wealth Management, Llc | Maumee | OH | 03/2022 | Present |
1) Beacon Associates Insurance Agency, LLC; Investment-related; 1755 Indianwood Circle, Suite 200, Maumee, OH 43537; Insurance sales; Insurance Agent; 06/2020; Approx. 80 hours/month; Approx. 80 hours/month during securities trading hours; Insurances sales. 2) American Financial Education Alliance; Non-Investment related; Maumee, OH; Social Security and Retirement Planning Workshops; Financial Educator; 08/2022; Approx 6 hours/month during non-trading; educating individuals on social security and retirement planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-15 |
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