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Robert Lavern Mcbeath

Mcbeath Financial Group

Normal, IL

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Current Employers
Mcbeath Financial Group

203 Landmark Drive Suite A, Normal, IL 61761 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-08-27
  • IL RA
    APPROVED
    Since 2020-08-27

Branch Locations

203 Landmark Drive Suite A, Normal, IL 61761 • 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
Cornerstone Card Processing, Inc. Bloomington IL 03/2000 Present
Motiv8 Investments Llc Stuart FL 02/2017 08/2020
Mcbeath Financial Group Normal IL 08/2020 Present
Mcbeath Financial Group Normal IL 01/2020 Present
Previous Registrations
Other Businesses

1)President and 100% owner of subchapter S corporation, Cornerstone Card Processing, Inc. This company is mainly a reseller of merchant services to small businesses and receives ongoing commissions for the accounts submitted to vendors. 2) Landmark Property Management, not investment related, Normal, IL/Lincoln, IL/Panama City Beach, FL, Leases Commercial, Residential, and Vacation Properties, Position, Start Date 03/2017, approximately 10 hours/month with 0 hours/month devoted during securities trading hours, primarily record keeping

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-02
  • S65 Uniform Investment Adviser Law Examination
    2017-03-02
Other Names
  • Robert Lavern Mcbeath
  • Robert L Mcbeath

View on SEC IAPD

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