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302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-03 |
| FL | RA | APPROVED | 2011-01-06 |
| VA | RA | APPROVED | 2011-01-01 |
Branch Locations
302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Wealth Consultants, Inc. | Roanoke | VA | 11/2010 | Present |
1) BEACON WEALTH CONSULTANTS INC (RIA); INVESTMENT RELATED;302 Washington Ave SW, Roanoke, VA;PRESIDENT. FINANCIAL SERVICES/INSURANCE, 11/2011;80% TIME SPENT;SALES AND MANAGEMENT 2) BEACON WEALTH CONSULTANTS, INC.; INVESTMENT RELATED;302 Washington Ave SW, Roanoke, VA 24016;INSURANCE SALES; PRESIDENT/CEO; 100% OWNERSHIP; 11/2011; 2% TIME SPENT; SALES AND MANAGEMENT 3) ROANOKE COLLEGE; NOT INVESTMENT RELATED;221 College Lane, Salem, Virginia 24153; Education; Adjunct Professor; January 2025; 0% TIME SPENT; TEACH RETIREMENT PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-14 |
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