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Chase Cavanaugh

Beacon Wealth Consultants, Inc.

Phoenix, NY

Roanoke, VA

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Current Employers
Beacon Wealth Consultants, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-17
  • NY RA
    APPROVED
    Since 2025-11-17

Branch Locations

Phoenix, NY • 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
Cadaret. Grant & Co., Inc. Syracuse NY 02/2022 Present
Unemployed Phoenix NY 02/2012 09/2020
Quickline Capital Partners Liverpool NY 10/2020 02/2021
Unemployed Phoenix NY 02/2021 02/2022
Grove Point Investments Syracuse NY 09/2024 Present
  • 02/2022 → Present
    Cadaret. Grant & Co., Inc.
    Syracuse, NY
  • 02/2012 → 09/2020
    Unemployed
    Phoenix, NY
  • 10/2020 → 02/2021
    Quickline Capital Partners
    Liverpool, NY
  • 02/2021 → 02/2022
    Unemployed
    Phoenix, NY
  • 09/2024 → Present
    Grove Point Investments
    Syracuse, NY
Previous Registrations
  • 2024-10-21 → 2025-08-01
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Syracuse, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2024-10-18

View on SEC IAPD

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