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Joel Arthur Beyer

21:5 Advisors, LLC

Peoria, AZ

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Current Employers
21:5 Advisors, Llc

16165 North 83Rd Avenue Suite 200, Peoria, AZ 85382 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-03-28
TX RA APPROVED 2025-02-20
CA RA APPROVED 2025-02-18
AZ RA APPROVED 2025-01-22
  • LA RA
    APPROVED
    Since 2025-03-28
  • TX RA
    APPROVED
    Since 2025-02-20
  • CA RA
    APPROVED
    Since 2025-02-18
  • AZ RA
    APPROVED
    Since 2025-01-22

Branch Locations

16165 North 83Rd Avenue Suite 200, Peoria, AZ 85382 • 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
Self Employed Phoenix AZ 07/1989 Present
215 Advisors, Llc Phoenix AZ 05/2016 01/2021
Heritage Wealth Management, Llc Phoenix AZ 09/2020 04/2022
Rfg Advisory, Llc Dba 21:5 Advisors Wealth Management Phoenix AZ 04/2022 01/2025
21:5 Advisors, Llc Peoria AZ 09/2024 Present
  • 07/1989 → Present
    Self Employed
    Phoenix, AZ
  • 05/2016 → 01/2021
    215 Advisors, Llc
    Phoenix, AZ
  • 09/2020 → 04/2022
    Heritage Wealth Management, Llc
    Phoenix, AZ
  • 04/2022 → 01/2025
    Rfg Advisory, Llc Dba 21:5 Advisors Wealth Management
    Phoenix, AZ
  • 09/2024 → Present
    21:5 Advisors, Llc
    Peoria, AZ
Previous Registrations
  • 2022-04-18 → 2025-02-18
    Rfg Advisory, Llc
    Phoenix, AZ
  • 2020-09-23 → 2022-04-20
    Heritage Wealth Management, Llc
    Phoenix, AZ
    Peoria, AZ
  • 2016-05-13 → 2021-01-07
    215 Advisors, Llc
    Phoenix, AZ
    Peoria, AZ
    Ramona, CA
  • 2013-08-16 → 2016-07-18
    Tres Wealth Management Group Llc
    Chino, CA
  • 2013-05-10 → 2013-08-16
    J. W. Cole Advisors, Inc.
    Tampa, FL
  • 2011-02-23 → 2013-05-10
    Financial Advisers Of America, Llc
    Ramona, CA
    Carlsbad, CA
    Carlsbad, CA
    Ramona, CA
  • 2007-02-14 → 2011-02-11
    Qa3 Financial Llc
    Omaha, NE
    Ramona, CA
    Escondido, CA
  • 2005-12-08 → 2007-02-22
    Voya Financial Advisors, Inc.
    Ramona, CA
    Ramona, CA
    Escondido, CA
  • 2000-12-08 → 2005-12-07
    Transamerica Financial Advisors, Llc
    Ramona , CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-12
S63 Uniform Securities Agent State Law Examination 1994-08-29
  • S65 Uniform Investment Adviser Law Examination
    2000-06-12
  • S63 Uniform Securities Agent State Law Examination
    1994-08-29

View on SEC IAPD

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