Best Investors Account Sign in
Current Employers
Beacon Capital Management, Inc.

7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-19
  • PA RA
    APPROVED
    Since 2025-11-19

Branch Locations

Philadelphia, PA • United States

7777 Washington Village Drive Suite 280, Dayton, OH 45459 • 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
Lincoln Financial Distributors Radnor PA 01/2014 02/2022
Eagle Life Insurance Company West Des Moines, IA 02/2022 09/2023
Forthright Capital Partners Las Vegas NV 09/2024 11/2025
Forthright Capital Advisory Las Vegas NV 02/2024 11/2025
Unemployed Philadelphia PA 09/2023 02/2024
Beacon Capital Management Dayton OH 11/2025 Present
  • 01/2014 → 02/2022
    Lincoln Financial Distributors
    Radnor, PA
  • 02/2022 → 09/2023
    Eagle Life Insurance Company
    West Des Moines,, IA
  • 09/2024 → 11/2025
    Forthright Capital Partners
    Las Vegas, NV
  • 02/2024 → 11/2025
    Forthright Capital Advisory
    Las Vegas, NV
  • 09/2023 → 02/2024
    Unemployed
    Philadelphia, PA
  • 11/2025 → Present
    Beacon Capital Management
    Dayton, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
S63 Uniform Securities Agent State Law Examination 2014-02-07
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13
  • S63 Uniform Securities Agent State Law Examination
    2014-02-07

View on SEC IAPD

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor