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Advisor at BEAM WEALTH ADVISORS, INC.
Midway, UT | West Haven, UT
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 | Apr 15, 2019 | n/a | yes | West Haven, UT|Midway, UT | Current employment |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Apr 19, 2017 | Apr 30, 2019 | no | MURRAY, UT|ROCK SPRINGS, WY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 26, 2012 | Mar 16, 2017 | no | SALT LAKE CITY, UT|WEST JORDAN, UT|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | BEAM WEALTH ADVISORS, INC. | Apr 30, 2019 | Apr 15, 2019 | -15 | Firm change | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | PARK AVENUE SECURITIES LLC | Mar 16, 2017 | Apr 19, 2017 | 34 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46173:109867:WY:2019-04-30 | Apr 30, 2019 | Apr 15, 2019 | ROCK SPRINGS, WY | Firm change |
| 6627:46173:UT:2017-03-16 | Mar 16, 2017 | Apr 19, 2017 | SALT LAKE CITY, UT | Firm change |