Dennis O. Beadle

ARCHETYPE ADVISORS

DOYLESTOWN, PA 18901

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CRD#: 1137908

Professional summary

Dennis Osborn Beadle, CFP® is a registered financial advisor currently at ARCHETYPE ADVISORS, LLC located in Doylestown, Pennsylvania.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Dennis has worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ARCHETYPE ADVISORS LLC - ADVISOR/REP/AGENT - INVESTMENT ADVISORY, INSURANCE AND FINANCIAL SERVICES - OFFICE OF BILL LAHR - SINCE 07/2012 - DOYLESTOWN, PA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Osborn Beadle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 22, 2013 - Present

ARCHETYPE ADVISORS, LLC

Office #1: 72 East State Street, Doylestown, PA 18901

RIA

CRD#: 156527

DOYLESTOWN, PA

Past

July 23, 2012 - August 21, 2013

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

NEW YORK, NY

Past

September 16, 2005 - July 24, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

September 16, 2005 - July 24, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 9, 2003 - September 27, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEW YORK, NY

Past

October 10, 1994 - September 27, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 21, 1987 - October 12, 1994

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

June 30, 1983 - April 3, 1987

CPC SECURITIES CORPORATION

CRD#: 8461

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2021 Terminated)

New York

Registered Investment Advisory firm - (3/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/25/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/24/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 6/22/1987

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/16/1987

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 10/21/1986

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 6/27/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2021 Terminated)

New York

Registered Investment Advisory firm - (3/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2021 Terminated)

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Contact information

Main Address

72 East State Street, Doylestown, PA 18901

Mailing Address

Phone number

(215) 558-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARCHETYPE ADVISORS, LLC WRAP BROCHURE (3/24/2025)

ARCHETYPE ADVISORS, LLC DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	480
AUM (Assets Under Management)	$ 195,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dennis O. Beadle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Osborn Beadle's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

CPC SECURITIES CORPORATION

Primary Firm SEC Registration

ARCHETYPE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/1992

Series 63

Date: 9/24/1984

Series 3

Date: 6/22/1987

Series 7

Date: 5/16/1987

Series 22

Date: 10/21/1986

Series 6

Date: 6/27/1983

Current Firm

ARCHETYPE ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHETYPE ADVISORS, LLC

TRUST BUT VERIFY

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