JB
Joseph L. Beverly
ACTIFY INVESTOR RETIREMENTS
Norcross, GA 30071
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CRD#: 6679135
JB
Professional summary
Joseph L. Beverly Sr., who also goes by Joseph L. Beverly, is a registered financial advisor currently at ACTIFY INVESTOR RETIREMENTS, LLC located in Norcross, Georgia.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joseph has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph L. Beverly
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.
ActivEd, Inc.,
Non-investment related
5000 Old Buncombe Road
Suite 27-264
Greenville, SC 29617
Educational Software
Investor
September 2015
4 hours per month
1 hour/month during trading hours
Serve on the Board of Directors to determine overall strategy and direction of the firm
I am president and majority owner of Adaptable Systems Corporation which is a majority owner of two insurance agencies, Corporate Insurance Solutions and Corporate Health Insurance Solutions.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph L. Beverly Sr.'s 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®
NoneExperience
Current
July 31, 2020 - Present
ACTIFY INVESTOR RETIREMENTS, LLC
Office #1: 1000 Miller Court West, Norcross, GA 30071RIA
CRD#: 284506
Norcross, GA
Past
September 29, 2016 - August 31, 2018
ACTIFY INVESTOR RETIREMENTS, LLC
RIA
CRD#: 284506
NORCROSS, GA
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
District of Columbia(2/16/2023)
IAR
Georgia(7/31/2020)
IAR
Illinois(1/9/2023)
IAR
Maryland(1/6/2023)
IAR
New Jersey(2/15/2023)
IAR
North Carolina(1/9/2023)
IAR
Pennsylvania(1/6/2023)
IAR
Texas(11/29/2023)
IAR
Virginia(12/6/2021)
Current Firm
AI
ACTIFY INVESTOR RETIREMENTS, LLC
ACTIFY INVESTOR RETIREMENTS, LLC | CPSGO RETIREMENT SERVICES | CORPORATE PAYROLL SERVICES | CORPAY RETIREMENT SERVICES
CRD#: 284506 / SEC#:
District of Columbia
Registered Investment Advisory firm - (4/7/2020 Approved)Georgia
Registered Investment Advisory firm - (9/29/2016 Approved)Illinois
Registered Investment Advisory firm - (1/17/2018 Approved)Maryland
Registered Investment Advisory firm - (4/5/2019 Approved)Minnesota
Registered Investment Advisory firm - (11/8/2019 Approved)New Jersey
Registered Investment Advisory firm - (2/26/2021 Approved)North Carolina
Registered Investment Advisory firm - (2/20/2019 Approved)Pennsylvania
Registered Investment Advisory firm - (5/23/2019 Approved)Texas
Registered Investment Advisory firm - (6/19/2020 Conditional Restricted)Virginia
Registered Investment Advisory firm - (1/3/2018 Approved)Wisconsin
Registered Investment Advisory firm - (11/20/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
230 Scientific Drive Suite 100, Peachtree Corners, GA 30092
Mailing Address
Phone number
(678) 252-9741
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 395 |
| AUM (Assets Under Management) | $ 49,509,358 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/30/2025 | ||
| 01/24/2025 | ||
| 01/22/2024 | ||
| 02/14/2023 |
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.
