Beulah I. Messick

A2RESOURCES LLC

Arvada, CO

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CRD#: 7702359

Professional summary

Beulah Ilene Messick, who also goes by Beulah Messick, is a registered financial advisor currently at A2RESOURCES LLC located in Arvada, Colorado.

Beulah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Beulah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beulah Messick

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.

State of Colorado Non-investment-related 1313 Sherman Street, Denver, CO 80203 Accounting for state-level activities Controller 07/01/2021 180 hours per month 40 hours per week As Controller, duties consist of establishing and ensuring compliance with internal controls, administering the general ledger, administering the state's budget as it relates to the department, ensuring all financial reporting is completed fully, timely and accurately, overseeing cash management, receivables and inventory, overseeing payroll, payments and procurement, reviewing and signing contracts and grants, responding to all audit requests.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beulah Ilene Messick'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

April 27, 2023 - Present

A2RESOURCES LLC

RIA

CRD#: 325114

Arvada, CO

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

Colorado
(4/27/2023)

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: 1/7/2023

Uniform Investment Adviser Law Examination

Current Firm

A2RESOURCES LLC

CRD#: 325114 / SEC#:

Colorado

Registered Investment Advisory firm - (4/27/2023 Approved)

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Contact information

Main Address

Arvada, CO

Mailing Address

Phone number

(719) 850-1946

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Beulah I. Messick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beulah Ilene Messick's CRS (Customer Relationship Summary).

Certified licenses

Experience

A2RESOURCES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2023

Current Firm

A2RESOURCES LLC

Contact information

Documents

Red Flags

Company Information

A2RESOURCES LLC

TRUST BUT VERIFY

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