Brandon Beck

Current Employers

Confluence Financial Partners

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-22

FL RA
APPROVED

Since 2025-12-22

Branch Locations

3301 Bonita Beach Road Ste 200, Bonita Springs, FL 34134 • United States

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Blackston Financial Advisory Group, Llc	The Villages	FL	06/2019	07/2022
Beck Llc	Benton	LA	04/2019	06/2019
Brookstone Capital Management	Shreveport	LA	01/2015	04/2019
Familywealth Advisers, Llc	Lake Mary	FL	09/2022	12/2023
Ae Wealth Management, Llc	Topeka	KS	01/2024	11/2025
Pfs Wealth Group	Naples	FL	01/2024	11/2025
Sofa	San Diego	CA	05/2024	11/2025
Confluence Financial Partners	Naples	FL	11/2025	Present

06/2019 → 07/2022

Blackston Financial Advisory Group, Llc

The Villages, FL
04/2019 → 06/2019

Beck Llc

Benton, LA
01/2015 → 04/2019

Brookstone Capital Management

Shreveport, LA
09/2022 → 12/2023

Familywealth Advisers, Llc

Lake Mary, FL
01/2024 → 11/2025

Ae Wealth Management, Llc

Topeka, KS
01/2024 → 11/2025

Pfs Wealth Group

Naples, FL
05/2024 → 11/2025

Sofa

San Diego, CA
11/2025 → Present

Confluence Financial Partners

Naples, FL

Previous Registrations

2024-01-10 → 2025-11-03

Ae Wealth Management, Llc

Naples, FL

Naples, FL

Basking Ridge, NJ

Bayonne, NJ
2022-09-26 → 2024-02-16

Familywealth

Lake Mary, FL
2019-06-12 → 2022-07-29

Blackston Financial Advisory Group, Llc

Winter Garden, FL

The Villages, FL

Winter Garden, FL
2015-02-17 → 2019-04-04

Brookstone Capital Management Llc

Shreveport, LA

Wheaton, IL
2014-01-10 → 2015-01-02

First Financial Securities Of America, Inc.

Covington, LA
2012-01-11 → 2013-04-15

Cetera Investment Services Llc

Shreveport, LA

Shreveport, LA
2009-10-26 → 2011-12-15

Chase Investment Services Corp.

Shreveport, LA

Shreveport, LA

Shreveport, LA

Shreveport, LA

Shreveport, LA

Shreveport, LA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-10-22

S66 Uniform Combined State Law Examination

2009-10-22

Other Names

Brandon K Beck
Brandon Kyle Beck

View on SEC IAPD