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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)33 years in industry

JOSEPH CHARLES RANDAZZO

Advisor at BEACON FINANCIAL ADVISORY LLC

Cleveland, OH | Twinsburg, OH

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Search this name across graphsid dfx:ria:b1489961-c81d-6eda-ada7-e695c6edb160

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2002 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON FINANCIAL ADVISORY LLC
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: May 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 2, 2000
First registration: Feb 7, 2002
Dual registered: yes, broker-dealer
Other names: JOE RANDAZZO
IAPD individual key: 2207910

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON FINANCIAL ADVISORY LLC	Independent wealth	Aug 18, 2016	n/a	yes	Twinsburg, OH	Current employment
LINCOLN INVESTMENT	Independent wealth	Aug 18, 2016	n/a	yes	Twinsburg, OH\|Cleveland, OH	Current employment
STONEX ADVISORS INC.	Bd affiliated wealth	Jan 30, 2015	Aug 26, 2016	no	BIRMINGHAM, AL	Previous registration
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Former SEC adviser	Jan 18, 2005	Jan 30, 2015	no	YOUNGSTOWN, OH\|TWINSBURG, OH\|WESTLAKE, OH\|PARMA, OH\|TWINSBURG, OH\|STRONGSVILLE, OH\|TWINSBURG, OH\|YOUNGSTOWN, OH	Previous registration
OSAIC FS, INC.	Former SEC adviser	Jan 12, 2005	Jan 14, 2005	no	TWINSBURG, OH	Previous registration
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Former SEC adviser	Feb 7, 2002	Dec 31, 2004	no	YOUNGSTOWN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STONEX ADVISORS INC.	LINCOLN INVESTMENT	Aug 26, 2016	Aug 18, 2016	-8	Firm change	Other
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	STONEX ADVISORS INC.	Jan 30, 2015	Jan 30, 2015	0	Bulk transfer	Other
OSAIC FS, INC.	STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Jan 14, 2005	Jan 18, 2005	4	Firm change	Other
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	OSAIC FS, INC.	Dec 31, 2004	Jan 12, 2005	12	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
174182:519:AL:2016-08-26	Aug 26, 2016	Aug 18, 2016	BIRMINGHAM, AL	Firm change

Relationships

Registered with (5)

→ BEACON FINANCIAL ADVISORY LLCRegistered adviserregistration: current employment
Aug 18, 2016 to presentfactForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: current employment
Aug 18, 2016 to presentfactForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Jan 30, 2015 to Aug 26, 2016factForm ADV
→ STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jan 18, 2005 to Jan 30, 2015factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Jan 12, 2005 to Jan 14, 2005factForm ADV

Dated events

No dated event names this entity yet.