Teressa Beard has been an investment adviser representative at Sequinox Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners.
Sequinox Wealth Management, LLC is a Lancaster, PA firm with $160M under management, 761 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Teressa Beard’s longest registration was 5 years at Mulholland Wealth Advisors, LLC (2020–2026). Before joining Sequinox Wealth Management in 2025, Teressa Beard was registered through Mulholland Wealth Advisors, LLC and J. W. Cole Advisors, Inc.
- – present · 1 yearLancaster, PA · Adviser representative · Firm CRD 335246
- Mulholland Wealth Advisors, LLC– · 5 yearsLancaster, PA · Adviser representative · Firm CRD 282408
- J. W. Cole Advisors, Inc.– · 2 yearsLancaster, PA · Adviser representative · Firm CRD 112294
Investment adviser representative registrations
Teressa Beard is registered as an investment adviser representative in Pennsylvania, since June 2025.
- PennsylvaniaSince 4 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 November 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Teressa Dawn Beard
- CRD
- 6564260
- Firm
- Sequinox Wealth Management · CRD 335246
- Office
- 941 WHEATLAND AVE., SUITE 101, Lancaster, PA 17603
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Teressa Beard work?
Teressa Beard is an investment adviser representative registered through Sequinox Wealth Management, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Teressa Beard a financial advisor?
Yes. Teressa Beard has a current investment-adviser registration in Pennsylvania, through Sequinox Wealth Management since June 2025.
How many years of experience does Teressa Beard have?
Teressa Beard has 7 years in the financial industry, since November 2018, across 3 adviser firms.
What exams has Teressa Beard passed?
Teressa Beard passed the Series 65 in November 2018.
Where did Teressa Beard work before Sequinox Wealth Management?
Before Sequinox Wealth Management, Teressa Beard was registered through J. W. Cole Advisors, Inc., November 2018 to December 2020.
Where is Teressa Beard based?
Teressa Beard’s registered office is in Lancaster, PA.
Is Teressa Beard registered with FINRA?
No. Teressa Beard has no current broker registration.
How can I verify Teressa Beard’s record?
Search CRD 6564260 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Teressa Beard’s full registration record.
