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David Frank Rotatori

Beacon Capital Advisory Group

Charlotte, NC

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Current Employers
Beacon Capital Advisory Group

2901 Coltsgate Rd Suite 102, Charlotte, NC 28211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-03
NC RA APPROVED 2024-10-21
  • TX RA
    APPROVED
    Since 2026-07-03
  • NC RA
    APPROVED
    Since 2024-10-21

Branch Locations

2901 Coltsgate Rd Suite 102, Charlotte, NC 28211 • 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
Cornerstone Financial Advisors Huntersville NC 07/2011 11/2017
Lpl Financial Llc Charlotte NC 07/2011 11/2017
Independent Advisor Alliance Charlotte NC 12/2017 10/2024
Lpl Financial, Llc Charlotte NC 12/2017 10/2024
Beacon Capital Advisory Group Charlotte NC 10/2024 Present
  • 07/2011 → 11/2017
    Cornerstone Financial Advisors
    Huntersville, NC
  • 07/2011 → 11/2017
    Lpl Financial Llc
    Charlotte, NC
  • 12/2017 → 10/2024
    Independent Advisor Alliance
    Charlotte, NC
  • 12/2017 → 10/2024
    Lpl Financial, Llc
    Charlotte, NC
  • 10/2024 → Present
    Beacon Capital Advisory Group
    Charlotte, NC
Previous Registrations
  • 2017-11-27 → 2024-10-21
    Independent Advisor Alliance, Llc
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
  • 2011-07-20 → 2017-12-31
    Cornerstone Wealth
    Huntersville, NC
    Cornelius, NC
  • 2009-03-05 → 2011-07-20
    Securities America Advisors, Inc.
    La Vista, NE
Other Businesses

independent licensed insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-22
  • S66 Uniform Combined State Law Examination
    2009-01-22
Designations

View on SEC IAPD

Other Firms

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MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

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