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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Wealth Management, Llc | Mchenry | IL | 05/2014 | 11/2018 |
| Gradient Securities, Llc | Arden Hills | MN | 10/2014 | 11/2023 |
| Chris Morgan | Mchenry | IL | 10/2014 | 11/2018 |
| Beacon Advisors Llc Dba Beacon Tax Advisors | Mchenry | IL | 12/2016 | Present |
| Morgan Wealth Management, Llc | Mchenry | IL | 10/2014 | 11/2018 |
| Beacon Wealth Advisors, Llc | Mchenry | IL | 11/2018 | Present |
| Beacon Insurance Advisors, Llc | Mchenry | IL | 08/2018 | Present |
| Harbour Investments, Inc. | Madison | WI | 11/2023 | Present |
1)Beacon Wealth Advisors, LLC - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Beacon Tax Advisors | 5435 Bull Valley Road, Suite 224, McHenry, IL 60050 | Owner | Description: Accounting and tax preparation | Beginning 12/2026 | 8 Hours per month, 8 hours during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-25 |
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