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Investment Adviser Firm Summary

BEIRNE WEALTH CONSULTING SERVICES, LLC (CRD# 167103 / SEC# 801-77726)
Alternate Names: BEIRNE WEALTH CONSULTING SERVICES, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 02/01/2013

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
California 07/07/2014
Colorado 03/29/2017
Connecticut 02/01/2013
Florida 03/05/2013
Georgia 03/29/2017
Illinois 02/28/2017
Louisiana 07/07/2014
Maine 12/08/2016
Maryland 08/03/2016
Massachusetts 02/01/2013
Nebraska 04/27/2015
New Hampshire 02/01/2013
New Jersey 08/01/2014
New York 02/01/2013
Pennsylvania 01/17/2014
Rhode Island 02/01/2013
South Carolina 12/08/2016
Texas 02/01/2013
Virginia 07/07/2014

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser