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JP

Johnathan L. Peabody

BEEYOND CAPITAL
Rome, GA
Some features on this profile are disabled
CRD#: 7123829
JP

Professional summary

Johnathan Lamar Peabody is a registered financial advisor currently at BEEYOND CAPITAL, LLC located in Rome, Georgia.

Johnathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Johnathan has worked at 2 firms and has passed the Series 66, Series 52TO, Series 7TO, SIE, Series 27, Series 4, Series 53 and Series 24 exams.

top-8-questions

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.
UNITED STATES ARMY RESERVES- NOT INVESTMENT RELATED - START 10/2005, TRAIN AND CERTIFY MILITARY UNITS, OBSERVER CONTROLLER/TRAINER, 16 HOURS PER MONTH

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CRS (Client Relationship Summary) - RIA

Click below to view Johnathan Lamar Peabody'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®
None

Experience

Current

June 25, 2024 - Present

BEEYOND CAPITAL, LLC

RIA
CRD#: 330400
Rome, GA
Past

October 15, 2019 - February 28, 2024

DEMPSEY LORD SMITH, LLC

RIA
CRD#: 141238
ROME, GA
Past

August 14, 2019 - February 28, 2024

DEMPSEY LORD SMITH, LLC

BD
CRD#: 141238
ROME, 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
Georgia
(6/25/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 7/23/2021
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/14/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/9/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/5/2022
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 1/11/2022
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 8/30/2021
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/13/2021
General Securities Principal Examination

Current Firm

BC
BEEYOND CAPITAL, LLC
BEEYOND CAPITAL, LLC

CRD#: 330400 / SEC#:

Georgia
Registered Investment Advisory firm - (6/25/2024 Approved)
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Contact information

Main Address
2010 Spalding Dr, Atlanta, GA 30350
Mailing Address
Phone number
(706) 218-4299
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

BEEYOND CAPITAL, LLC

CRD#: 330400Rome, GA

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