Dennis Osborn Beadle

Current Employers

Archetype Advisors, Llc

72 East State Street, Doylestown, PA 18901 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2015-02-25

PA RA
APPROVED

Since 2015-02-25

Branch Locations

Glens Falls, NY • United States

72 East State Street, Doylestown, PA 18901 • 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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Archetype Advisors Llc	Doylestown	PA	07/2012	Present
United Planners' Financial Services	Scottsdale	AZ	07/2012	Present

07/2012 → Present

Archetype Advisors Llc

Doylestown, PA
07/2012 → Present

United Planners' Financial Services

Scottsdale, AZ

Previous Registrations

2005-09-16 → 2012-07-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

New York, NY
2003-05-09 → 2005-09-27

Citigroup Global Markets Inc.

New York, NY

Other Businesses

ARCHETYPE ADVISORS LLC - ADVISOR/REP/AGENT - INVESTMENT ADVISORY, INSURANCE AND FINANCIAL SERVICES - OFFICE OF BILL LAHR - SINCE 07/2012 - DOYLESTOWN, PA.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-05-14
S63	Uniform Securities Agent State Law Examination	1984-09-24

S65 Uniform Investment Adviser Law Examination

1992-05-14
S63 Uniform Securities Agent State Law Examination

1984-09-24

Designations

View on SEC IAPD