Inactive

Ryan Thomas Smith

Beacon Wealthcare LLC

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Current Employers

Beacon Wealthcare Llc

1633 Glenwood Ave, Raleigh, NC 27608 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2021-02-18

NC RA
APPROVED

Since 2021-02-18

Branch Locations

1633 Glenwood Ave, Raleigh, NC 27608 • 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

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Cary	NC	10/2013	02/2018
Stonegate Financial	Cary	NC	10/2013	02/2018
Raymond James Financial Services Advisors Inc.	Cary	NC	11/2013	02/2018
Beacon Wealthcare, Inc	Raleigh	NC	02/2018	02/2021
Beacon Wealthcare Llc	Raleigh	NC	02/2021	Present

10/2013 → 02/2018

Raymond James Financial Services, Inc.

Cary, NC
10/2013 → 02/2018

Stonegate Financial

Cary, NC
11/2013 → 02/2018

Raymond James Financial Services Advisors Inc.

Cary, NC
02/2018 → 02/2021

Beacon Wealthcare, Inc

Raleigh, NC
02/2021 → Present

Beacon Wealthcare Llc

Raleigh, NC

Previous Registrations

2018-02-03 → 2021-02-17

Beacon Wealthcare, Inc.

Raleigh, NC
2013-11-14 → 2018-02-02

Raymond James Financial Services Advisors, Inc

Cary, NC
2012-01-04 → 2013-11-14

Lpl Financial Llc

Cary, NC
2011-06-16 → 2011-12-13

Securian Financial Services, Inc.

Raleigh, NC
2008-06-27 → 2011-06-03

Lpl Financial Llc

Danvers, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-06-26
S63	Uniform Securities Agent State Law Examination	2007-06-06

S65 Uniform Investment Adviser Law Examination

2008-06-26
S63 Uniform Securities Agent State Law Examination

2007-06-06

Designations

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.

FORTRESS PRIVATE LEDGER, LLC

OLDE RALEIGH FINANCIAL GROUP

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ADVISORY SERVICES NETWORK

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

JAMES MICHAEL TARKENTON

CALEB ROBERT GRIFFITH

William Dean Cotton

Earl Scott Butcher

DAVID JEFFREY HERMAN

JAY DAVID MCKINNEY

BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC

ADVISORY SERVICES NETWORK · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC

EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

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