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Lawrence Michael Donroe-Wells

Beam Wealth Advisors, Inc.

Atlanta, GA

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Current Employers
Beam Wealth Advisors, Inc.

72096 Ramos Avenue Suite D, Covington, LA 70433 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-12
TX RA APPROVED 2024-05-30
  • GA RA
    APPROVED
    Since 2024-06-12
  • TX RA
    APPROVED
    Since 2024-05-30

Branch Locations

3301 Buckeye Road Buckeye Plaza, Suite 402, Atlanta, GA 30341 • 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
Ameriprise Financial Services, Inc. Atlanta GA 10/2014 09/2019
Benedetti, Gucer & Associates Atlanta GA 09/2019 Present
Beam Wealth Advisors, Inc. Atlanta GA 05/2024 Present
  • 10/2014 → 09/2019
    Ameriprise Financial Services, Inc.
    Atlanta, GA
  • 09/2019 → Present
    Benedetti, Gucer & Associates
    Atlanta, GA
  • 05/2024 → Present
    Beam Wealth Advisors, Inc.
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-25
S63 Uniform Securities Agent State Law Examination 1985-05-13
  • S66 Uniform Combined State Law Examination
    2015-08-25
  • S63 Uniform Securities Agent State Law Examination
    1985-05-13
Other Names
  • Larry Wells
  • Lawrence Michael Wells
  • Larry Donroe-Wells

View on SEC IAPD

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