This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BEAM WEALTH ADVISORS, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 15, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Mar 15, 1999

First registration

Nov 29, 2021

Dual registered

no

IAPD individual key

3176357

• Occurred

  Apr 24, 2025
  Advisor changed firm

  John Edward Jarvise left Raskob Kambourian Financial Advisors, Ltd. for Beam Wealth Advisors, Inc. (registered 2025-03-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:20cf913f-804d-2d8f-57b1-9a98450bd09e

First observed

Nov 29, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.