Inactive

Leigh Nicole Beaman

Wheels Up Wealth, Inc.

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Current Employers

Wheels Up Wealth, Inc.

Benicia, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-11-11

CA RA
APPROVED

Since 2024-11-11

Branch Locations

Benicia, CA • United States

Sacramento, CA • 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

Organization	City	State	From	To
Pure Financial Advisors, Llc	Davis	CA	01/2024	10/2024
Symphony Financial Planning, Llc	Davis	CA	03/2023	01/2024
E. & J. Gallo Winery	Modesto	CA	07/2012	03/2023
H&R Block	Sacramento	CA	01/2022	04/2022
Wheels Up Wealth	Benicia	CA	10/2024	Present

01/2024 → 10/2024

Pure Financial Advisors, Llc

Davis, CA
03/2023 → 01/2024

Symphony Financial Planning, Llc

Davis, CA
07/2012 → 03/2023

E. & J. Gallo Winery

Modesto, CA
01/2022 → 04/2022

H&R Block

Sacramento, CA
10/2024 → Present

Wheels Up Wealth

Benicia, CA

Previous Registrations

2024-05-20 → 2024-10-27

Pure Financial Advisors, Llc

San Diego, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-19

S65 Uniform Investment Adviser Law Examination

2024-05-19

View on SEC IAPD

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