Aaron Wayne Schuler

Current Employers

Employment History

• 09/2012 → 03/2017
  Axa Advisors, Llc
  New York, NY
• 03/2017 → 12/2017
  Guardian Life Insurance
  Murray, UT
• 03/2017 → 12/2017
  Park Avenue Securities Llc
  New York, NY
• 12/2017 → 04/2019
  Guardian Life Insurance
  Rock Springs, WY
• 12/2017 → 04/2019
  Park Avenue Securities
  Rock Springs, WY
• 04/2019 → 03/2022
  Securities America, Inc.
  Rock Springs, WY
• 04/2019 → Present
  Beam Wealth Advisors
  West Haven, UT
• 04/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-04-19 → 2019-04-30
  Park Avenue Securities Llc
  Murray, UT
  Rock Springs, WY
• 2012-10-26 → 2017-03-16
  Equitable Advisors, Llc
  Salt Lake City, UT
  West Jordan, UT
  Salt Lake City, UT

Other Businesses

1) BEAM WEALTH ADVISORS. Investment related. Located at 695 E Main Street, Suite E5, Midway, UT 84049. Nature - RIA. Position - Financial Advisor. Start - 04/2019. 50 hours per month, all during trading hours. Duties - provide financial advice, sale of investments. 2) FIXED INSURANCE. Investment related. Located at 695 E Main Street, Suite E5, Midway, UT 84049. Nature - Traditional/ Fixed Insurance. Position - Agent. Start - 04/2019. 10 hour per month during trading hours. Duties - Sales of Fixed/ Traditional insurance products to complement investments. 3) DAVIS FINANCIAL LLC. Investment related. Located at 4640 So. 3500 W., Suite 2, West Haven UT 84401. Nature - RIA. Position - contractor. Start - 08/2021. 40 hours per month, all during trading hours. Duties - service existing client's accounts, make phone calls, schedule meeting, host review meetings, review portfolios, make recommendations, and process paperwork. 4) Davis Schuler & Associates, LLC. Not investment related. Located at 4640 So. 3500 W., Suite 2, West Haven UT 84401. Nature - Tax preparations. Position - Tax Preparer. Start - 03/2021. 40 hours per month, all during trading hours. Duties - Preparing tax files on tax preparation software as a CDFA I assist attorneys, clients & mediators in understanding the complex financial implications of divorce settlements. 5) MOUNTAIN WEST WEALTH LLC. Investment related. Located at 695 E Main Street, Suite E5, Midway, UT 84049. Nature - DBA name for BD branch. Position - Financial Advisor. Start - 04/2019. 20 hours per month, all during trading hours. Duties - service existing clients, hold review meetings, review portfolios, make recommendations and process paperwork. 6) JADAWS, LLC. Not investment related. Located at 4640 So. 3500 W., Suite 2, West Haven UT 84401. Nature - Marketing company for Davis Financial LLC. Position - General Partner. Start - 2021. 5 hours per month during trading hours. Duties - Marketing and other expense related items for Davis Financial LLC. 7) Mountain West Taxes, LLC. Not Investment Related. 695 E Main Street, Suite E5, Midway, UT 84049. Tax Advice and Preparation. General Partner. 2023. 20 Hrs/Mo; All During Trading Hours. Tax Advice and Preparation. 8) Schu Media. Non-Investment-Related.home address. Youtube channel. Content creator. 3/1/2025. 10 hrs/mo; 1 hr/mo during trading hours. Hosting a youtube channel. 9) Schu Rents, LLC. Not investment related. Located at 695 E Main St. #E5, Midway, UT 84049. Nature - Condo Rental. Position - Owner. Start - 09/2025. 20 hours per month, 5 during trading hours. Duties - Rental condo management and ownership.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-25
• S63 Uniform Securities Agent State Law Examination
  2006-08-31

Other Names

• Aaron Wayne Schuler
• Aaron W Schuler