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Beacon Light Wealth Management CRD 338731
$39.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Carnegie Office Park Building Two 600 N. Bell Avenue, Suite 130, Carnegie, PA 15106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-20 |
| NC | RA | APPROVED | 2026-08-06 |
| CO | RA | APPROVED | 2026-03-17 |
| NY | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
| WY | RA | APPROVED | 2026-01-23 |
| OK | RA | APPROVED | 2026-01-13 |
| MD | RA | APPROVED | 2026-01-09 |
| WV | RA | APPROVED | 2026-01-06 |
| LA | RA | APPROVED | 2026-01-05 |
| OH | RA | APPROVED | 2026-01-02 |
| PA | RA | APPROVED | 2026-01-02 |
Branch Locations
Carnegie Office Park Building Two 600 N. Bell Avenue, Suite 130, Carnegie, PA 15106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wheeling Ymca | Wheeling | WV | 05/2016 | 02/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 12/2025 |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 04/2019 | 12/2025 |
| Northwestern Mutual Wealth Management Co | Milwaukee | WI | 11/2019 | 12/2025 |
| Beacon Light Wealth Management | Carnegie | PA | 12/2025 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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