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1755 Indianwood Circle, Suite 200, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-25 |
| MI | RA | APPROVED | 2022-07-25 |
| OH | RA | APPROVED | 2022-03-14 |
Branch Locations
1755 Indianwood Circle, Suite 200, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Associates Insurance Agency, Llc | Maumee | OH | 09/2004 | Present |
| Virtue Capital Management, Llc | Nashville | TN | 05/2016 | 08/2019 |
| Simplicity Wealth | Summit | NJ | 07/2019 | 03/2022 |
| Beacon Associates Wealth Management, Llc | Maumee | OH | 03/2022 | Present |
| S&R Wise Holdings, Llc | Waterville | OH | 02/2017 | Present |
| Beacon Beach Club, Llc | Waterville | OH | 01/2016 | Present |
1) Beacon Associates Insurance Agency, LLC; Investment-Related; 1755 Indianwood Circle, Suite 200, Maumee, OH 43573; Sale of life insurance, annuities, and health insurances; President; 01/1998; Approx. 80 hours/month; Approx. 80 hours/month during trading hours; Sale of life insurance, annuities, and health insurance. 2) Beach Club at Windy Hill HOA, Inc.; Not investment-related; 3601 N Ocean Blvd, N Myrtle Beach, SC 29582; Description of the business: HOA Board Member; Responsibilities Duties: Attend Board Meetings; Start date with business: 2022-02-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 3) Beacon Beach Club, LLC; Not investment-related; 9501 Schadel Rd, Waterville, OH 43566; Real estate ownership and leasing; Managing Member; 01/2016; Approx. 5 hours/month; Approx. 5 hours/month during trading hours; 4) S&R Wise Holdings, LLC; Not investment-related; 9501 Schadel Rd, Waterville, OH 43566; Real estate ownership and leasing; Managing Member; 02/2017; Approx. 5 hours/month; Approx. 5 hours/month during trading hours; 5) American Financial Education Alliance; Non-Investment related; Maumee, OH; Social Security and Retirement Planning Workshops; Chapter Director and Financial Educator; 08/2022; Approx 6 hours/month during non-trading; educating individuals on social security and retirement planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-06 |
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