Lawrence M. Donroe-wells
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lawrence Michael Donroe-wells, who also goes by Larry Donroe-wells, Larry Wells, Lawrence Michael Wells, was a registered financial professional .
Lawrence is a previously registered financial professional and started their career in finance in 1985. Lawrence had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 30, 2024 - June 8, 2026
BEAM WEALTH ADVISORS, INC.
November 26, 2019 - June 17, 2024
BENEDETTI, GUCER & ASSOCIATES
December 9, 2015 - September 9, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
June 25, 2015 - September 9, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
April 23, 1985 - July 29, 1985
BOOTH INVESTMENTS CORP.
Primary Firm SEC Registration
BEAM WEALTH ADVISORS, INC.
CRD#: 109867 / SEC#: 801-60334
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BEAM WEALTH ADVISORS, INC.
CRD#: 109867 / SEC#: 801-60334
Contact information
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,006 |
| AUM (Assets Under Management) | $ 1,314,316,357 |
Red Flags
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