Joseph Calvin Bean

Current Employers

Employment History

• 06/2025 → 11/2025
  Foundations Investment Advisors Llc
  Phoenix, AZ
• 06/2022 → Present
  Principled Agency
  Augusta, ME
• 02/2022 → Present
  Beacon Energy Solutions
  Sidney, ME
• 08/2021 → 05/2022
  All Seasons Yard Care, Inc
  Sidney, ME
• 05/2005 → 07/2021
  Mow By Joe, Inc
  Sidney, ME
• 11/2025 → Present
  Simplicity Wealth
  Summit, NJ
• 01/2022 → Present
  Bm Properties Llc
  Belgrade, ME

Previous Registrations

• 2025-08-12 → 2025-11-07
  Foundations Investment Advisors Llc
  Augusta, ME
  Phoenix, AZ

Other Businesses

Principled Agency; not investment related; Physical: 11 Parkwood Dr, Suite 106, Augusta, ME 043330; 06/2022; Insurance Sales; Review, and service, client needs as related to Health Insurance, Medicare, Life Insurance, Disability, Supplemental Insurance, and Annuities. Hours per month during and after trading hours 80. Joesph Calvin Bean; not investment related; Physical: 11 Parkwood Dr, Suite 106, Augusta, ME 043330; 06/2022; Registered Insurance Agent; Review, and service, client needs as related to Health Insurance, Medicare, Life Insurance, Disability, Supplemental Insurance, and Annuities. Hours per month during and after trading hours 80. BM Properties LLC; not investment related; 12 Larry Way, Sidney ME 04330; Owner; 01/2022; BM Properties LLC, a real estate holding company through which I manage my rental portfolio; Hours per month 2. Beacon Energy Solutions; not investment related; 1 Tara Blvd, Suite 200, Nashua, NH 03062; Contract Solar & Energy Sales; Energy Sales. Contract remains in effect, however, I am inactive and have been for over a year. Hours per month 0.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-22
• S65 Uniform Investment Adviser Law Examination
  2025-04-18