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Detailed Report
BRETT LEE AGNEW
CRD#: 3211821
IA
Investment Adviser
B
Broker
BEACON CAPITAL MANAGEMENT, INC.CRD#: 120641 7777 WASHINGTON VILLAGE DRIVE
SUITE 280
DAYTON, OH 45459
SAMMONS FINANCIAL NETWORK, LLCCRD#: 158538 8300 MILLS CIVIC PARKWAY
WEST DES MOINES, IA 50266
Registration History
20002002200420062008201020122014201620182020202220242026IABEACON CAPITAL MANAGEMENT, INC. (CRD# 120641)2022 - Present (2 years)BSAMMONS FINANCIAL NETWORK, LLC (CRD# 158538)2013 - Present (12 years)BDEWAAY FINANCIAL NETWORK, LLC (CRD# 30767)2010 - 2012 (1 year)BDFA SECURITIES LLC (CRD# 10292)2008 - 2010 (2 years)BQUASAR DISTRIBUTORS, LLC (CRD# 103848)2006 - 2008 (2 years)BQUASAR DISTRIBUTORS, LLC (CRD# 103848)2004 - 2004 (<1 year)BTHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)2001 - 2004 (3 years)BPRINCOR FINANCIAL SERVICES COR... (CRD# 1137)1999 - 2001 (2 years)
License(s)

State Registrations

B
Iowa 3/14/2013
IA
Iowa 9/26/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
BEACON CAPITAL MANAGEMENT, INC. (CRD#:120641)
7777 WASHINGTON VILLAGE DRIVE SUITE 280, DAYTON, OH 45459
Registered with this firm since 9/26/2022
B
SAMMONS FINANCIAL NETWORK, LLC (CRD#:158538)
8300 MILLS CIVIC PARKWAY, WEST DES MOINES, IA 50266
Registered with this firm since 3/14/2013
Previous Registration(s)
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B
 10/14/2010 - 05/31/2012 DEWAAY FINANCIAL NETWORK, LLC (CRD#:30767) CLIVE, IA
B
 07/25/2008 - 10/07/2010 DFA SECURITIES LLC (CRD#:10292) AUSTIN, TX
B
 03/16/2006 - 05/19/2008 QUASAR DISTRIBUTORS, LLC (CRD#:103848) PORTLAND, ME
B
 11/19/2004 - 12/16/2004 QUASAR DISTRIBUTORS, LLC (CRD#:103848) PORTLAND, ME
B
 08/02/2001 - 09/10/2004 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) MINNEAPOLIS, MN
B
 05/25/1999 - 06/22/2001 PRINCOR FINANCIAL SERVICES CORPORATION (CRD#:1137) DES MOINES, IA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.