Managing Partner/chief Compliance Officer · Benedict Financial Advisors, Inc.
Mark A. Beaver
CRD 4509070 · Named on Form ADV at one SEC-registered adviser
At a glance
Benedict Financial Advisors, Inc., an SEC-registered wealth manager based in Atlanta, GA with $529 million in regulatory assets, lists Mark A. Beaver on its Form ADV as Managing Partner/chief Compliance Officer, a control person.
Firms and roles
- Benedict Financial Advisors, Inc.Managing Partner/chief Compliance OfficerWealth manager · Atlanta, GA · $529M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Travis M. JamesManaging Partner, Benedict Financial Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.