DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Cheryl Lois Scout

Beam Wealth Advisors, Inc.independent RIAJensen Beach, Fl IA-onlyIAPD 4423245

Feed of 09/14/2026

Also filed as Cheryl Ford

At current firm

2 y

since Mar 1, 2024

In the industry

25 y

since Sep 7, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Years, as the firm states: 18reportedbeamwealth.com“Bio Cher Scout joined the firm in 2018 as a Financial Advisor and brings over 18 years of experience in tailoring comprehensive financial solutions for clients.”
Professional profile: beamwealth.com/team/cher-scoutreportedbeamwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Beam Wealth Advisors, Inc. independent RIA current
since Mar 1, 2024 · Jensen Beach, Fl
Benedetti, Gucer & Associates former
May 17, 2018 to Jun 17, 2024 · Atlanta, Ga
Wells Fargo Advisors wirehouse
Mar 7, 2011 to Apr 12, 2018 · Colorado Springs, Co
Chase Investment Services Corp. former
Jul 20, 2005 to Dec 9, 2010 · Colorado Springs, Co
Sentra Securities Corporation unclassified
Dec 9, 2003 to Aug 11, 2005 · Juno Beach, Fl
Morgan Stanley Dw Inc. unclassified
Sep 7, 2001 to Oct 10, 2003 · Coral Springs, Fl

Moves

a registration end followed by a registration begin elsewhere

Benedetti, Gucer & Associates to Beam Wealth Advisors, Inc.
left Jun 17, 2024, registered Mar 1, 2024 (-108 days) · RIA to RIA · moved with a team
Wells Fargo Advisors to Benedetti, Gucer & Associates
left Apr 12, 2018, registered May 17, 2018 (35 days) · Wirehouse to independent RIA
Chase Investment Services Corp. to Wells Fargo Advisors
left Dec 9, 2010, registered Mar 7, 2011 (88 days) · Other
Sentra Securities Corporation to Chase Investment Services Corp.
left Aug 11, 2005, registered Jul 20, 2005 (-22 days) · Other
Morgan Stanley Dw Inc. to Sentra Securities Corporation
left Oct 10, 2003, registered Dec 9, 2003 (60 days) · Other

Signals

Cheryl Lois Scout left Benedetti, Gucer & Associates for Beam Wealth Advisors, Inc. (registered 2024-03-01)
Jun 17, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address