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Hunter Nicolle Wise

Beacon Associates Wealth Management, LLC

Pineville, NC

Maumee, OH

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Current Employers
Beacon Associates Wealth Management, Llc

1755 Indianwood Circle, Suite 200, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-09
MI RA APPROVED 2024-08-08
NC RA APPROVED 2024-06-24
  • OH RA
    APPROVED
    Since 2024-08-09
  • MI RA
    APPROVED
    Since 2024-08-08
  • NC RA
    APPROVED
    Since 2024-06-24

Branch Locations

Pineville, NC • United States

1755 Indianwood Circle, Suite 200, Maumee, OH 43537 • 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
Dana Incorporated Maumee OH 06/2019 01/2021
Viral Launch Indianapolis IN 07/2021 03/2022
Defyned Brands Austin TX 03/2022 08/2022
Beacon Associates Wealth Management, Llc Maumee OH 06/2024 Present
Dana Incorporated Maumee OH 06/2017 08/2017
Dana Incorporated Maumee OH 06/2018 08/2018
The Ohio State University Columbus OH 08/2015 05/2019
Unemployed Maumee OH 02/2021 06/2021
Beacon Associates Wealth Management, Llc Maumee OH 08/2022 Present
  • 06/2019 → 01/2021
    Dana Incorporated
    Maumee, OH
  • 07/2021 → 03/2022
    Viral Launch
    Indianapolis, IN
  • 03/2022 → 08/2022
    Defyned Brands
    Austin, TX
  • 06/2024 → Present
    Beacon Associates Wealth Management, Llc
    Maumee, OH
  • 06/2017 → 08/2017
    Dana Incorporated
    Maumee, OH
  • 06/2018 → 08/2018
    Dana Incorporated
    Maumee, OH
  • 08/2015 → 05/2019
    The Ohio State University
    Columbus, OH
  • 02/2021 → 06/2021
    Unemployed
    Maumee, OH
  • 08/2022 → Present
    Beacon Associates Wealth Management, Llc
    Maumee, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-13
  • S65 Uniform Investment Adviser Law Examination
    2023-12-13

View on SEC IAPD

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