DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BEAM WEALTH ADVISORS, INC.
Jensen Beach, FL | Atlanta, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BEAM WEALTH ADVISORS, INC. | Independent wealth | Mar 1, 2024 | n/a | yes | Jensen Beach, FL|Atlanta, GA | Current employment |
| BENEDETTI, GUCER & ASSOCIATES | Former SEC adviser | May 17, 2018 | Jun 17, 2024 | no | ATLANTA, GA|SUWANEE, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 7, 2011 | Apr 12, 2018 | no | COLORADO SPRINGS, CO|GREENWOOD VILLAGE, CO|COLORADO SPRINGS, CO|COLORADO SPRINGS, CO|GREENWOOD VILLAGE, CO|CUMMING, GA|ATLANTA, GA|COLORADO SPRINGS, CO|ATLANTA, GA | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jul 20, 2005 | Dec 9, 2010 | no | COLORADO SPRINGS, CO|COLORADO SPRINGS, CO|COLORADO SPRINGS, CO|COLORADO SPRINGS, CO|COLORADO SPRINGS, CO|COLORADO SPRINGS, CO|MANITOU SPRINGS, CO | Previous registration |
| SENTRA SECURITIES CORPORATION | n/a | Dec 9, 2003 | Aug 11, 2005 | no | JUNO BEACH, FL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Sep 7, 2001 | Oct 10, 2003 | no | CORAL SPRINGS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | Jun 17, 2024 | Mar 1, 2024 | -108 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | BENEDETTI, GUCER & ASSOCIATES | Apr 12, 2018 | May 17, 2018 | 35 | Firm change | Wirehouse to RIA |
| CHASE INVESTMENT SERVICES CORP. | WELLS FARGO ADVISORS | Dec 9, 2010 | Mar 7, 2011 | 88 | Firm change | Other |
| SENTRA SECURITIES CORPORATION | CHASE INVESTMENT SERVICES CORP. | Aug 11, 2005 | Jul 20, 2005 | -22 | Firm change | Other |
| MORGAN STANLEY DW INC. | SENTRA SECURITIES CORPORATION | Oct 10, 2003 | Dec 9, 2003 | 60 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 166911:109867:GA:2024-06-17 | Jun 17, 2024 | Mar 1, 2024 | SUWANEE, GA | Firm change after gap |