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

Garrett Paul Leroux

Beam Wealth Advisors, Inc.independent RIACovington, La dual registrantIAPD 6641803

Certified Financial Planner

Feed of 09/15/2026

Also filed as Garrett P Leroux

At current firm

4 y

since Feb 9, 2022

In the industry

15 y

since Aug 1, 2011 (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

Professional profile: beamwealth.com/team/garrett-lerouxreportedbeamwealth.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 Feb 9, 2022 · Metairie, La
Ameriprise Financial Services, LLC national BD
Sep 25, 2020 to Jan 31, 2022 · Baton Rouge, La
Wells Fargo Advisors wirehouse
Apr 8, 2019 to Sep 29, 2020 · New Orleans, La
Edward Jones national BD
Apr 17, 2018 to Feb 14, 2019 · Maryland Heights, Mo

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to Beam Wealth Advisors, Inc.
left Jan 31, 2022, registered Feb 9, 2022 (9 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Ameriprise Financial Services, LLC
left Sep 29, 2020, registered Sep 25, 2020 (-4 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Edward Jones to Wells Fargo Advisors
left Feb 14, 2019, registered Apr 8, 2019 (53 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Garrett Paul Leroux left Ameriprise Financial Services, Llc for Beam Wealth Advisors, Inc. (registered 2022-02-09)
Jan 31, 2022 · 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address