Dennis R. Gillard

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CRD#: 3270424

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.

Dennis Ray Gillard, who also goes by Denny Gillard, was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 2000. Dennis had worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Denny Gillard

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.

1) GILLARD FINANCIAL SOLUTIONS, LLC; LLC; 114 PENNSYLVANIA AVE, WINTER GARDEN, FL 34787CPA FIRM PROVIDING ACCOUNTING/TAX PREP SERVICES; OWNER/MANAGING MEMBER; START DATE 1/1/1991; 80% TIME SPENT; 100% OWNERSHIP; $94,000K/YR COMP 2) BEACON WEALTH CONSULTANTS FOR LIFE INSURANCE SALES, 114 PENNSYLVANIA AVE, WINTER GARDEN, FL, 34787, FIXED INSURANCE SALES, LICENSED INSURANCE REP, TIME SPENT: 25%, COMPENSATION $6,000.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Past

May 11, 2011 - December 31, 2024

BEACON WEALTH CONSULTANTS, INC.

RIA

CRD#: 154939

WINTER GARDEN, FL

Past

March 1, 2011 - September 5, 2012

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

WINTER GARDEN, FL

Past

February 23, 2011 - September 5, 2012

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

WINTER GARDEN, FL

Past

August 8, 2006 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

OCOEE, FL

Past

January 3, 2001 - August 9, 2006

G. A. REPPLE & COMPANY

CRD#: 17486

WINTER GARDEN, FL

Past

May 5, 2000 - September 18, 2000

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

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".

BEACON WEALTH CONSULTANTS, INC.

BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS

CRD#: 154939 / SEC#: 801-118970

RIA

Registered Investment Advisory firm - (6/26/2020 Approved)

Florida

Registered Investment Advisory firm - (6/26/2020 Terminated)

Indiana

Registered Investment Advisory firm - (11/15/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (11/18/2020 Terminated)

Ohio

Registered Investment Advisory firm - (11/21/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/7/2020 Terminated)

Tennessee

Registered Investment Advisory firm - (6/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/26/2020 Terminated)

Virginia

Registered Investment Advisory firm - (6/27/2020 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 7/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/3/2000

General Securities Representative Examination

Current Firm

BEACON WEALTH CONSULTANTS, INC.

BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS

CRD#: 154939 / SEC#: 801-118970

RIA

Registered Investment Advisory firm - (6/26/2020 Approved)

Florida

Registered Investment Advisory firm - (6/26/2020 Terminated)

Indiana

Registered Investment Advisory firm - (11/15/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (11/18/2020 Terminated)

Ohio

Registered Investment Advisory firm - (11/21/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/7/2020 Terminated)

Tennessee

Registered Investment Advisory firm - (6/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/26/2020 Terminated)

Virginia

Registered Investment Advisory firm - (6/27/2020 Terminated)

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Contact information

Main Address

302 Washington Ave. Sw, Roanoke, VA 24016-4312

Mailing Address

Phone number

(540) 345-3891

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

IGNITE GUIDED WEALTH PROGRAM FIRM BROCHURE (3/26/2025)

ADV PART 2A & 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,097
AUM (Assets Under Management)	$ 236,888,006

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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Firm Stability Insights

Dennis R. Gillard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BEACON WEALTH CONSULTANTS, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

QA3 FINANCIAL CORP.

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

Primary Firm SEC Registration

BEACON WEALTH CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/20/2004

Series 7

Date: 5/3/2000

Current Firm

BEACON WEALTH CONSULTANTS, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON WEALTH CONSULTANTS, INC.

TRUST BUT VERIFY

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