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800 Westchester Avenue Suite 641 North, Rye Brook, NY 10573-1360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED_RES | 2010-09-20 |
Branch Locations
800 Westchester Avenue Suite 641 North, Rye Brook, NY 10573-1360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Financial Advisors, Inc. | Rye Brook | NY | 05/2000 | Present |
1. FIXED INSURANCE SALES, INVESTMENT RELATED, 800 WESTCHESTER AVE RYE BROOK NY 10573, LICENSED AGENT; STARTED 1992; 2 HRS PER MONTH DURING TRADING; ACTING AS AGENT TO INSURANCE CLIENTS. 2. FAMILY STEWARDS INC; INVESTMENT RELATED, 800 WESTCHESTER AVE RYE BROOK NY 10573; PRESIDENT/OWNER; STARTED 07/2021; 64 HRS PER MONTH DURING TRADING; ENTITY FOR RECEIVING REVENUE FROM IAR ACTIVITIES THROUGH BEACON AND FIXED INSURANCE SALES. 3. YANKEE COINS, INC; NOT INVESTMENT RELATED; SONS COIN COLLECTING ENTITY; OFFICER; STARTED APPROX. 2002; ZERO HOURS DEVOTED; NO DUTIES CURRENTLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-09 |
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