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Bryant Thomas Swann

Beam Wealth Advisors, Inc.

Tullahoma, TN

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Current Employers
Beam Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-06-10
  • TN RA
    APPROVED
    Since 2022-06-10

Branch Locations

925 N. Washington Street, Tullahoma, TN 37388 • 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
Ray & Gregory Pc Tullahoma TN 11/2020 Present
Cracker Barrel Old Country Store Lebanon TN 07/2019 11/2020
Department Of Defense Arnold Afb TN 05/2018 07/2019
Ray & Gregory Pc Tullahoma TN 01/2016 05/2018
  • 11/2020 → Present
    Ray & Gregory Pc
    Tullahoma, TN
  • 07/2019 → 11/2020
    Cracker Barrel Old Country Store
    Lebanon, TN
  • 05/2018 → 07/2019
    Department Of Defense
    Arnold Afb, TN
  • 01/2016 → 05/2018
    Ray & Gregory Pc
    Tullahoma, TN
Other Businesses

1: Name - Ray & Gregory, PC; Investment related: no; Address: 925 N. Washington Street, Tullahoma, TN 37388; Nature: accounting firm; Position/title: CPA/Partner; start date: 11/2020; Hours/month: 160; hours during security hours: 160; duties: tax preparation, tax planning, bookkeeping services, administration, client relations. 2. Name - Emerge Investment Group; Investment related: no; address; 925 N. Washington Street, Tullahoma, TN 37388; Nature: landlord commercial property; position/title: Partner; start date:8/2021 Hours/month: 1; hours during trading hours: 1; duties: collecting rent payments, making monthly note payments, reconciling the bank account, preparing the tax return. 3. Swann Properties; Not Investment Related; Same as BD Branch; rental real estate; general partner; 12/12/2022; 5 hrs/mo; 0 hrs during trading; receiving & depositing rent check monthly

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-10
  • S65 Uniform Investment Adviser Law Examination
    2022-06-10
Designations

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