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Brett Lee Agnew

Beacon Capital Management, Inc.

Dayton, OH

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Current Employers
Beacon Capital Management, Inc.

7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-09-26
  • IA RA
    APPROVED
    Since 2022-09-26

Branch Locations

7777 Washington Village Drive Suite 280, Dayton, OH 45459 • 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
Sammons Financial Network West Des Moines IA 05/2012 Present
Beacon Capital Management, Inc. Dayton OH 09/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-26
S63 Uniform Securities Agent State Law Examination 2001-11-27
  • S65 Uniform Investment Adviser Law Examination
    2022-09-26
  • S63 Uniform Securities Agent State Law Examination
    2001-11-27

View on SEC IAPD

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Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · Dayton, OH
ONESEVEN · DAYTON, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH
LPL FINANCIAL LLC · CENTERVILLE, OH
IME FINANCIAL, LLC · KETTERING, OH
CETERA INVESTMENT ADVISERS LLC · Kettering, OH
HARBOUR INVESTMENTS, INC. · KETTERING, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH

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