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Current Employers
Beam Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-12
NC RA APPROVED 2024-05-28
TX RA APPROVED 2024-05-28
  • GA RA
    APPROVED
    Since 2024-06-12
  • NC RA
    APPROVED
    Since 2024-05-28
  • TX RA
    APPROVED
    Since 2024-05-28

Branch Locations

Decatur, GA • United States

Chapel Hill, NC • United States

3301 Buckeye Road Buckeye Plaza, Suite 402, Atlanta, GA 30341 • 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
Ameriprise Financial Services, Inc. Atlanta GA 08/1997 09/2019
Benedetti, Gucer & Associates Atlanta GA 09/2019 06/2024
Purshe Kaplan Serling Investments Albany NY 11/2020 12/2022
Beam Wealth Advisors, Inc. (F/K/A Benedetti, Gucer & Associates) Atlanta GA 05/2024 Present
  • 08/1997 → 09/2019
    Ameriprise Financial Services, Inc.
    Atlanta, GA
  • 09/2019 → 06/2024
    Benedetti, Gucer & Associates
    Atlanta, GA
  • 11/2020 → 12/2022
    Purshe Kaplan Serling Investments
    Albany, NY
  • 05/2024 → Present
    Beam Wealth Advisors, Inc. (F/K/A Benedetti, Gucer & Associates)
    Atlanta, GA
Previous Registrations
Other Businesses

(1.) NAME OF OBA: JUNIPER SIXTH; ADDRESS OF OBA: 825 JUNIPER STREET, NE, ATLANTA, GA, 30308; NATURE: REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MEMBER; START DATE: 08/2001; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: FIXED INSURANCE; ADDRESS OF OBA: 3301 BUCKEYE ROAD, SUITE 402, ATLANTA, GA 30341; NATURE: FIXED/TRADITIONAL INSURANCE; INVESTMENT RELATED: YES; TITLE WITH OBA: AGENT; DUTIES: SALES OF FIXED/TRADITIONAL INSURANCE; START DATE: 11/2020; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5; (3.) NAME OF OBA: RXC ENTERPRISES LLC; ADDRESS OF OBA: 3301 BUCKEYE ROAD STE 402 ATLANTA GA 30341; NATURE: PAYROLL AND OFFICE EXPENSES BUSINESS HOLDINGS LLC; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: PAY OFFICE EXPENSES AND RUN PAYROLL; START DATE: 10/2003; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (4.) NAME OF OBA: BETTIE BRAND MOTHERS' EMPOWERMENT FUND; ADDRESS OF OBA: 1165 CHURCHILL DOWNS ROAD, ATLANTA, GA 30319; NATURE: NON-PROFIT; INVESTMENT RELATED: YES; TITLE WITH OBA: TREASURER DUTIES: TREASURER; START DATE: 01/2023; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 (5.) NAME OF OBA: CMHW LLC; ADDRESS OF OBA: 13138 ASHFORD PARK DRIVE, RALEIGH, NC 27613; NATURE: RENTAL INCOME; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: OWNER DUTIES: ASSIST MANAGING RENTAL PROPERTY; START DATE: 09/13/2023; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-09-26
  • S63 Uniform Securities Agent State Law Examination
    1997-09-26
Designations
Other Names
  • Carl Clark
  • Carl Russell Clarke

View on SEC IAPD

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