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James Rupert Bolus

Beacon Global Advisor Network, LLC

Lyndhurst Terrace Central

CRD 7706229

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Employer firm

Beacon Global Advisor Network, LLC CRD 288833

$745M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT PORTFOLIO MODELS

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Global Advisor Network, Llc

One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-11
  • TX RA
    APPROVED
    Since 2023-05-11

Branch Locations

1904 Car Po Commercial Building 18-20, Lyndhurst Terrace Central 00000 • Hong Kong

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
Beacon Global Advisor Network, Llc Lyndhurst Terrace Central 08/2022 Present
Ifs Hong Kong Lyndhurst Terrace Central 06/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-11
  • S65 Uniform Investment Adviser Law Examination
    2023-05-11

View on SEC IAPD

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