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Brian Perry Beck

Wmgna

Farmington, CT

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Current Employers
Wmgna

10 Talcott Notch Road Suite 103, Farmington, CT 06032 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-26
SC RA APPROVED 2022-10-26
NC RA APPROVED 2022-04-25
NY RA APPROVED 2022-04-01
TX RA APPROVED 2021-05-14
MA RA APPROVED 2016-04-19
NH RA APPROVED 2014-04-11
FL RA APPROVED 2000-10-09
CT RA APPROVED 1996-02-23
  • GA RA
    APPROVED
    Since 2025-03-26
  • SC RA
    APPROVED
    Since 2022-10-26
  • NC RA
    APPROVED
    Since 2022-04-25
  • NY RA
    APPROVED
    Since 2022-04-01
  • TX RA
    APPROVED
    Since 2021-05-14
  • MA RA
    APPROVED
    Since 2016-04-19
  • NH RA
    APPROVED
    Since 2014-04-11
  • FL RA
    APPROVED
    Since 2000-10-09
  • CT RA
    APPROVED
    Since 1996-02-23

Branch Locations

10 Talcott Notch Road Suite 103, Farmington, CT 06032 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Management Group Of North America, Llc Farmington CT 08/1995 Present
Osaic Wealth, Inc. Norcross GA 11/2014 11/2024
Osaic Wealth, Inc. Farmington CT 08/2024 11/2024
Arkadios Capital Atlanta GA 11/2024 Present
  • 08/1995 → Present
    Wealth Management Group Of North America, Llc
    Farmington, CT
  • 11/2014 → 11/2024
    Osaic Wealth, Inc.
    Norcross, GA
  • 08/2024 → 11/2024
    Osaic Wealth, Inc.
    Farmington, CT
  • 11/2024 → Present
    Arkadios Capital
    Atlanta, GA
Previous Registrations
  • 2009-05-18 → 2014-11-06
    National Planning Corporation
    Farmington, CT
    Tarrytown, NY
Other Businesses

1)WEALTH MANAGEMENT GROUP OF North America, LLC;INVESTMENT RELATED;10 TALCOTT NOTCH RD, STE 103 FARMINGTON,CT 06032;FINANCIAL PLANNING;CFO & PRESIDENT;8/19/1995;160 HRS/MONTH;6.5 HRS DURING TRADING;OWNER/PARTNER 2)SELF-INSURANCE BUSINESS;NOT INVESTMENT RELATED;10 TALCOTT NOTCH RD, STE 103 FARMINGTON,CT 06032;INSURANCE SALES;AGENT;8/19/1995; Less than 1 HRS/MONTH; 1 HRS DURING TRADING;SALE OF LIFE,HEALTH,LTC,AND DISABILITY INSURANCE 3)Rental property; not investment related;842 SE 19th Avenue,Unit 3,Deerfield Beach,FL 33441;sole proprietorship;landlord;5/1/2022;5 hrs/month;5 hrs during trading;self manage the property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-16
S63 Uniform Securities Agent State Law Examination 1992-11-27
  • S65 Uniform Investment Adviser Law Examination
    1996-02-16
  • S63 Uniform Securities Agent State Law Examination
    1992-11-27

View on SEC IAPD

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