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Current Employers
Beam Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-11
GA RA APPROVED 2023-05-30
LA RA APPROVED 2023-05-26
  • TX RA
    APPROVED
    Since 2024-06-11
  • GA RA
    APPROVED
    Since 2023-05-30
  • LA RA
    APPROVED
    Since 2023-05-26

Branch Locations

Cumming, GA • United States

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

7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328 • 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
Benedetti, Gucer & Associates Atlanta GA 03/2013 06/2024
Purshe Kaplan Sterling Investments Albany NY 03/2013 Present
Beam Wealth Advisors, Inc. (F/K/A Benedetti, Gucer & Associates Atlanta GA 03/2013 Present
  • 03/2013 → 06/2024
    Benedetti, Gucer & Associates
    Atlanta, GA
  • 03/2013 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 03/2013 → Present
    Beam Wealth Advisors, Inc. (F/K/A Benedetti, Gucer & Associates
    Atlanta, GA
Previous Registrations
  • 2013-03-08 → 2024-06-17
    Benedetti, Gucer & Associates
    Atlanta, GA
    Cumming, GA
  • 2003-03-19 → 2013-03-19
    Atlanta, GA
    Atlanta, GA
    Alpharetta, GA
    Alpharetta, GA
    Alpharetta, GA
Other Businesses

1)BENEDETTI AND GUCER PROPERTIES. NOT INVESTMENT RELATED. REAL ESTATE OWNERSHIP: COMMERCIAL, ATLANTA, GA 30328, INC:$1,000 TO $1,999. 2)BEAM WEALTH ADVISORS, INC (DBA BENEDETTI, GUCER & ASSOCIATES). INVESTMENT RELATED. AT REGISTERED LOCATION. RIA. ASSET MANAGEMENT BUSINESS. FINANCIAL ADVISOR. CFO. 03/2013. 160 HRS/MO. 3)PKS FINANCIAL SERVICES; INVESTMENT RELATED; ALBANY NY 12207-7/15/2013-PRESENT-AGENT, FIXED INSURANCE SALES 4)GALATASARAY USA ALUMNI ASSOCIATION-NOT INVESTMENT RELATED-CUMMING, GA 30040-ALUMNI ASSOCIATION OF GALATASARAY HIGH SCHOOL-VICE PRESIDENT-4/2019-5 HRS/MTH-0 DURING TRADING HRS-FACILITATE CONNECTIONS WITH GRADUATES OF GALATASARAY HA (ISTANBUL, TURKEY), LIVING IN THE USA 5)BENEDETTI AND GUCER TIMBER, LLC-NOT INVESTMENT RELATED-ATLANTA, GA 30328-RAW LAND MANAGEMENT TO PLANT PINE TREES-CO-CEO-9/2017-5 HRS/MTH-0 DURING TRADING HRS-OVERSEEING THE BUSINESS' FINANCIAL OPERATIONS AND HELP WITH THE NEGOTIATION PROCESS. 6) NOTARY PUBLIC; NOT INVESTMENT RELATED; ATLANTA GA 30328; NOTARY; 7/21/2021; 0.1 HRS/MO; 0.1 HRS DURING TRADING; NOTARIZE FORMS. 7)BGA TEAMS INSURANCE AGENCY LLC; INVESTMENT RELATED; ATLANTA GA 30328; INSURANCE AGENCY; MANAGING MEMBER/HALF OWNER; 02/2023; 3 HRS/MO; 1 HR DURING TRADING; OWNER/MANAGING MEMBER, SETUP INSURANCE AGENCY TO COMBINE INSURANCE SALES FOR BGA AND BEAM BRANCHES. 8) BEAM Tax Services LLC; NOT INVESTMENT RELATED; AT REGISTERED LOCATION; TAX PREP; OWNER; 10/2024; 2 HRS/MONTH; 2 HRS DURING SECURITIES HRS; TAX PREP. 9)Beam CPA Services, LLC. Non-Investment Related. AT REGISTERED LOCATION. CPA services. Managing Member/Owner. 1/2025. 2. 2. CPA services 10) BGA Teams, Inc. Non-Investment Related. AT REGISTERED LOCATION. Holding Company. Managing Member. 01/2023. 1. 0. Managing member of holding company. 11) Gucer Properties, LLC. Not investment related. Cumming, GA 30040. Co-owner. 5/2025. 4 hours per month 0 hours during securities trading hours. Managing company's financials 12) Atlas Antiques LLC. Not investment related. Cumming, GA 30040. Co - owner. 4 hours per month 0 hours during securities trading hours. Bank management of the company

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-05-07
  • S63 Uniform Securities Agent State Law Examination
    1999-05-07
Designations
Other Names
  • Baburhan Nmi Gucer
  • Bob Gucer

View on SEC IAPD

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