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Current Employers
Beacon Wealth Consultants, Inc.

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-07-21
  • NC RA
    APPROVED
    Since 2022-07-21

Branch Locations

Hickory, NC • United States

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • 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
Higher Ground Financial, Llc Hickory NC 09/2009 10/2022
Beacon Wealth Consultants Roanoke VA 07/2022 Present
  • 09/2009 → 10/2022
    Higher Ground Financial, Llc
    Hickory, NC
  • 07/2022 → Present
    Beacon Wealth Consultants
    Roanoke, VA
Previous Registrations
  • 2009-10-14 → 2013-03-12
    Higher Ground Financial, Llc
    Hickory, NC
Other Businesses

Self - Consulting for Carolina Oncology Specialists, PA; Not Investment Related; 2406 Century Place SE, Hichory, NC 28602; Medical Practice; Healthcare; Consultant; 09/08/2025; 5 hours per week; provide consultation on the practice. business and financial related matters.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-01
  • S65 Uniform Investment Adviser Law Examination
    2009-09-01

View on SEC IAPD

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