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72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-09 |
| PA | RA | APPROVED | 2015-04-06 |
Branch Locations
90 S. Newtown Street Road Suite 12, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beam Wealth Advisors, Inc. | Newtown Square | PA | 03/2015 | Present |
| Securities America Inc | Newtown Square | PA | 05/2015 | 03/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2022 | Present |
BEAM WEALTH ADVISORS INC. d/b/a Rogers & Rogers POSITION: Investment Advisor Rep NATURE: Investment Advisor Representative, Hybrid INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 03/15/2015 ADDRESS: Same as B/D Branch DESCRIPTION: Hybrid Investment Advisor Representative PHILIP A. ROGERS POSITION: Agent/Broker NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/06/1984 ADDRESS: Same as B/D Branch DESCRIPTION: The sale of life insurance and annuities to clients and prospective clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-25 |
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