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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-01 |
Branch Locations
5435 Bull Valley Rd. Suite 224, Mchenry, IL 60050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Wealth Advisors, Llc | Mchenry | IL | 10/2020 | Present |
| Full Time Student | Harvard | IL | 10/2010 | 04/2018 |
| Crandall'S Family Restaurant | Hebron | IL | 07/2017 | 01/2018 |
| Harvard State Bank | Harvard | IL | 06/2017 | 09/2017 |
| Lane Bryant | Mchenry | IL | 01/2018 | 07/2019 |
| Beacon Wealth Advisors, Llc | Mchenry | IL | 07/2019 | 10/2020 |
| Beacon Insurance Advisors, Llc | Mchenry | IL | 03/2021 | Present |
| General Motors | Pontiac | MI | 10/2015 | 12/2016 |
| Gradient Securities, Llc | Arden Hills | MN | 06/2022 | 11/2023 |
| Harbour Investments, Inc. | Madison | WI | 11/2023 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Beacon Wealth Advisors LLC - DBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-23 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-29 |
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