# EDGAR Filing Document

**Accession Number:** 0002069882
**File Stem:** 0002069882-26-000001
**Filing Date:** 2026-3
**Character Count:** 22951
**Document Hash:** c391dc629e92027f0dc15b3b5ca346d0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002069882-26-000001.hdr.sgml**: 20260401

**ACCESSION NUMBER**: 0002069882-26-000001

**CONFORMED SUBMISSION TYPE**: MA-A

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260331

**DATE AS OF CHANGE**: 20260401

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** 22Beacon, Inc.
- **CENTRAL INDEX KEY:** 0002069882

**ORGANIZATION NAME:**
- **EIN:** 522063496
- **STATE OF INCORPORATION:** DC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** MA-A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 867-02770
- **FILM NUMBER:** 26825389

**BUSINESS ADDRESS:**
- **STREET 1:** 7880 MILESTONE PARKWAY
- **STREET 2:** SUITE 425
- **CITY:** HANOVER
- **STATE:** MD
- **ZIP:** 21076
- **BUSINESS PHONE:** 4435611280

**MAIL ADDRESS:**
- **STREET 1:** 7880 MILESTONE PARKWAY
- **STREET 2:** SUITE 425
- **CITY:** HANOVER
- **STATE:** MD
- **ZIP:** 21076

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM MA: UNIFORM APPLICATION FOR MUNICIPAL ADVISOR REGISTRATION

### Filer and Contact Information

**Filer CIK:** 0002069882

**Filer CCC:** XXXXXXXX

**Contact Name:** Dwight Berg

**Contact Phone:** 949-246-3034

**Contact Email:** dwight@dwightberg.com

**Notification Emails:** ntammara@22beacon.org, lerickson@22beacon.org, mzeizel@22beacon.org

### Type of Filing

**Selected Filing Type:** Annual Update

### Item 1: Identifying Information

**A. Full Legal Name of the Firm:** 22Beacon, Inc.

**&nbsp;&nbsp;&nbsp;Is applicant a Sole Proprietor?:** No

**&nbsp;&nbsp;&nbsp;Has the municipal legal name changed since the last filing?:** No

**&nbsp;&nbsp;&nbsp;Has the applicant had any previous DBA names?:** No

**&nbsp;&nbsp;&nbsp;Does the applicant have any additional DBA names?:** No

**C. IRS Employer Identification Number:** 52-2063496

**D. Registrations:**

- **Municipal Advisor:** SEC File No: 867-02770

**E. Principal Office and Place of Business:** 7880 Milestone Parkway, Suite 425, Hanover, MD, 21076

**Telephone Number:** 443-561-1280

**Mailing Address is Different from Principal Office:** No

**F. Website:** https://www.22beacon.org/

**G. Chief Compliance Officer (CCO):**

**Name:** Dwight Eugene Berg

**Address:** 7880 Milestone Parkway, Suite 425, Hanover, MD, 21076

**Phone Number:** 949-246-3034

**Email:** Dwight@dwightberg.com

**H. Business Affiliates:**

- **Name:** 22Beacon Facilities Corporation

  - **Issuing Agency:** Department of Licensing and Consumer Protection Corporations Division

  - **Jurisdiction:** DC

- **Name:** 22Beacon Property Corporation

  - **Issuing Agency:** AC Corporate Commission

  - **Jurisdiction:** AZ

- **Name:** CSDCPC Arizona Autism, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Coperni 3, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC DSA, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Edison, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Flagstaff Junior Academy, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Founders Academy, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Glen Canyon, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC PLA, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Prospect, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Rooted School Las Vegas, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC San Antonio Prep, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCP Tierra Encantada, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Mosaic, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC TMS, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Gilbert Sena, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Technology Leadership, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC NAS, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** McCurdy QALICB, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC Monte Del Sol, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** CSDCPC RioGAFA, LLC

  - **Issuing Agency:** Division of Corporations

  - **Jurisdiction:** DE

- **Name:** BHCSDCPC MVP, LLC

  - **Issuing Agency:** South Carolina Secretary of State

  - **Jurisdiction:** SC

**I. Location of Books and Records:** No

### Item 2: Form of Organization

**A. Applicant's form of organization:** Corporation

**B. Month of Applicant's Annual Fiscal Year End:** December

**C. State, Other U.S. Jurisdiction, or Foreign Jurisdiction Under Which Applicant is Organized:** DC

**D. Date of Organization:** 06-26-1997

**E. Is the applicant a public reporting company?:** No

### Item 3: Successions

**Is the applicant succeeding to the business of a registered municipal advisor?** No

### Item 4: Information About Applicant's Business

**A. Number of Employees:** 23

**B. Municipal Advisory Activities - Employees:** 2

**C. Registered Representatives - MAA Employees also registered reps of a broker-dealer:** 0

**&nbsp;&nbsp;&nbsp;MAA Employees also associated with an investment adviser:** 0

**D. Public Relations Company?:** No

**E. Soliciting on Behalf of an Affiliate - Number of firms:** 0

**F. Types of Clients - Number of clients served as municipal advisor:** 1

**&nbsp;&nbsp;&nbsp;Types of Clients:** Municipal Entities, Non-profit organizations

**G. Solicitation of Municipal Entities and Obligated Persons - Municipal Entities:** 0

**&nbsp;&nbsp;&nbsp;Obligated Persons:** 0

**&nbsp;&nbsp;&nbsp;Total Solicited:** 0

**H. Types of Persons Solicited:** 
Not Applicable
, Not Applicable

**I. Compensation Arrangements (Municipal Advisory):** 
Fixed Fees
, Fixed Fees

**J. Compensation Arrangements (Solicitation):** 
Not Applicable
, Not Applicable

**K. Does the applicant receive compensation in the context of its municipal advisory business from other than its municipal entity or obligated person clients?:** No

**L. Applicant Business Relating to Municipal Securities:** Advice Insurance Of MS, Advice Investment Of Proceeds MS, Advice ME Investments, Advice Guaranteed IC, Advice On Selection

### Item 5: Other Business Activities

**Is applicant engaged in any other non-municipal advisor business?** No

### Item 6: Financial Industry and Other Activities of Associated Persons

**Types of associated persons:** Other municipal advisor, Other municipal advisor

**Total Associated Persons:** 1

### Item 7: Participation or Interest in Client Transactions

- **Buy or sell municipal securities from or to municipal advisory clients for the firm's own account?:** No

- **Buy or sell municipal securities from or to third-parties on behalf of clients?:** No

- **Enter into derivatives transactions with clients for the firm's own account?:** No

- **Recommend to clients to buy/sell securities in which the firm has a financial interest?:** No

- **Recommend to clients products/services of an affiliated person?:** No

- **Recommend to clients securities of an issuer with which the firm has other relationships?:** No

- **Have discretionary authority to buy/sell municipal securities for clients?:** No

- **Have discretionary authority to buy/sell any other securities or investments for clients?:** No

- **Have discretionary authority to determine the broker-dealer to be used for client transactions?:** No

- **Have discretionary authority to determine the commission paid to a broker-dealer?:** No

- **Recommend broker-dealers to clients?:** Yes

- **&nbsp;&nbsp;&nbsp;If yes, are any of these broker-dealers an associated person of the applicant?:** No

- **Compensate any person for client referrals?:** No

- **Receive compensation from any person for client referrals?:** No

### Item 8: Owners, Officers, and Other Control Persons

**A. (2) Does any person not named in Item 1-A or Schedules A, B, or C, directly or indirectly, control the applicant's management or policies?** No

**B. (1) Is any person in Schedule A, B, or C, or in Section 8-A of Schedule D a public reporting company?** No

### Item 9: Disclosure Information

**Criminal Disclosure:**

- **Applicant/Advisory Affiliate Convicted/Pled Guilty to Felony?:** No

- **Applicant/Advisory Affiliate Charged with Felony?:** No

- **Organization Convicted/Pled Guilty to Felony?:** No

- **Organization Charged with Felony?:** No

**Regulatory Disclosure:**

- **SEC/CFTC Found False Statement?:** No

- **SEC/CFTC Found Violation?:** No

- **SEC/CFTC Found Cause of Denial/Suspension?:** No

- **SEC/CFTC Entered Order?:** No

- **SEC/CFTC Imposed Civil Penalty?:** No

- **SRO Found Unethical Conduct?:** No

- **SRO Found Violation?:** No

- **SRO Found Cause of Denial/Suspension?:** No

- **SRO Barred/Suspended/Fined > $2,500?:** No

- **SRO Denied/Suspended/Revoked Registration?:** No

- **Foreign Authority Found False Statement?:** No

- **Foreign Authority Found Violation?:** No

- **Foreign Authority Found Cause of Suspension?:** No

- **Foreign Authority Disciplined?:** No

- **Authorization to Act as Attorney/Accountant Revoked?:** No

- **Subject of a Regulatory Complaint?:** No

**Civil Disclosure:**

- **Enjoined in Connection with Municipal Advisory Activity?:** No

- **Found to Have Violated Regulations?:** No

- **Civil Proceeding Dismissed Pursuant to Settlement?:** No

- **Named in Civil Proceeding Alleging Violation?:** No

### Item 10: Small Businesses

**Does the applicant have annual receipts of less than $7,000,000?** No

**Is the applicant affiliated with a person that has annual receipts of more than $7,000,000?** Yes

### Schedule A: Direct Owners and Executive Officers

| Name                          | Title/Status                           | Date Acquired   | Ownership Code            | Control Person?   | IRS Number   | CRD Number   |
|:---|:---|:---|:---|:---|:---|:---|
| 22Beacon, Inc.                | President & CEO                        | 09-14-2022      | B - 10% but less than 25% | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | COO                                    | 08-10-1998      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Chief Compliance Officer               | 05-07-2025      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | SVP Legal Affairs                      | 01-29-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Chair-Michael Curran             | 10-01-2023      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Secretary-Lanette Dailey-Reese   | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Vice Chair-Ember Reichgott Junge | 09-01-2008      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Treasurer-Leo Valdez             | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc                 | Board Member-LaShanya Washington       | 09-12-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Member-Tom Nida                  | 06-01-2005      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Member-Jim Goenner               | 09-01-2010      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Member-Brian Casey               | 09-12-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Member-Brian Neal                | 09-12-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Member-Joe Keeney                | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Member-Christina Ryan            | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Member-Darrin Glymph             | 09-12-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Member-Leo Valdez                | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
| 22Beacon, Inc.                | Board Member-Jay Hromatka              | 10-01-2013      | NA - less than 5%         | Yes               | 52-2063496   |  |
| Alan Jamil Washington         | President and CEO                      | 09-14-2022      | NA - less than 5%         | Yes               |  | 000000000    |
| Michelle Gelsino Prosperi     | COO                                    | 08-10-1998      | NA - less than 5%         | Yes               |  | 000000000    |
| Dwight Eugene Berg            | Chief Compliance Officer               | 05-07-2025      | NA - less than 5%         | Yes               |  | 000000000    |
| Nagesh Venkat Tammara         | SVP Legal Affairs                      | 01-29-2024      | NA - less than 5%         | Yes               |  | 000000000    |
| Lashanya Demetrice Washington | Board Member                           | 09-12-2024      | NA - less than 5%         | Yes               |  | 000000000    |
| Michael Joseph Curran         | Board Chair                            | 10-01-2013      | NA - less than 5%         | Yes               |  | 000000000    |
| Lanette Natasha Dailey-Reese  | Board Secretary                        | 11-07-2019      | NA - less than 5%         | Yes               |  | 000000000    |
| Tom Andrew Nida               | Board Member                           | 06-01-2005      | NA - less than 5%         | Yes               |  | 000000000    |
| Jim Norbert Goenner           | Board Member                           | 09-01-2010      | NA - less than 5%         | Yes               |  | 000000000    |
| Brian Vincent Casey           | Board Member                           | 09-12-2024      | NA - less than 5%         | Yes               |  | 000000000    |
| Brian Marcus Neal             | Board Member                           | 09-12-2024      | NA - less than 5%         | Yes               |  | 000000000    |
| Joe Patrick Keeney            | Board Member                           | 11-07-2019      | NA - less than 5%         | Yes               |  | 000000000    |
| Christina Marie Ryan          | Board Member                           | 11-07-2019      | NA - less than 5%         | Yes               |  | 000000000    |
| Darrin Lewis Glymph           | Board Member                           | 09-12-2024      | NA - less than 5%         | Yes               |  | 000000000    |
| Leo Victor Valdez             | Board Treasurer                        | 11-07-2019      | NA - less than 5%         | Yes               |  | 000000000    |
| Jay Francis Hromatka          | Board Member                           | 10-01-2013      | NA - less than 5%         | Yes               |  | 000000000    |
| Ember Darlene Reichgott-Junge | Board Vice Chair                       | 09-01-2008      | NA - less than 5%         | Yes               |  | 000000000    |

### Schedule C: Amendments to Schedules A and B

| Type   | Ownership   | Owning Entity   | Name                          | Title/Status                           | Date Acquired   | Ownership Code            | Control Person?   | IRS Number   | CRD Number   |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  | Direct      |  | 22Beacon, Inc.                | President & CEO                        | 09-14-2022      | B - 10% but less than 25% | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | COO                                    | 08-10-1998      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Chief Compliance Officer               | 05-07-2025      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | SVP Legal Affairs                      | 01-29-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Chair-Michael Curran             | 10-01-2023      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Secretary-Lanette Dailey-Reese   | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Vice Chair-Ember Reichgott Junge | 09-01-2008      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Treasurer-Leo Valdez             | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc                 | Board Member-LaShanya Washington       | 09-12-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Member-Tom Nida                  | 06-01-2005      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Member-Jim Goenner               | 09-01-2010      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Member-Brian Casey               | 09-12-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Member-Brian Neal                | 09-12-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Member-Joe Keeney                | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Member-Christina Ryan            | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Member-Darrin Glymph             | 09-12-2024      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Member-Leo Valdez                | 11-07-2019      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | 22Beacon, Inc.                | Board Member-Jay Hromatka              | 10-01-2013      | NA - less than 5%         | Yes               | 52-2063496   |  |
|  | Direct      |  | Alan Jamil Washington         | President and CEO                      | 09-14-2022      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Michelle Gelsino Prosperi     | COO                                    | 08-10-1998      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Dwight Eugene Berg            | Chief Compliance Officer               | 05-07-2025      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Nagesh Venkat Tammara         | SVP Legal Affairs                      | 01-29-2024      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Lashanya Demetrice Washington | Board Member                           | 09-12-2024      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Michael Joseph Curran         | Board Chair                            | 10-01-2013      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Lanette Natasha Dailey-Reese  | Board Secretary                        | 11-07-2019      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Tom Andrew Nida               | Board Member                           | 06-01-2005      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Jim Norbert Goenner           | Board Member                           | 09-01-2010      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Brian Vincent Casey           | Board Member                           | 09-12-2024      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Brian Marcus Neal             | Board Member                           | 09-12-2024      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Joe Patrick Keeney            | Board Member                           | 11-07-2019      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Christina Marie Ryan          | Board Member                           | 11-07-2019      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Darrin Lewis Glymph           | Board Member                           | 09-12-2024      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Leo Victor Valdez             | Board Treasurer                        | 11-07-2019      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Jay Francis Hromatka          | Board Member                           | 10-01-2013      | NA - less than 5%         | Yes               |  | 000000000    |
|  | Direct      |  | Ember Darlene Reichgott-Junge | Board Vice Chair                       | 09-01-2008      | NA - less than 5%         | Yes               |  | 000000000    |

### Execution Page

**Signature:** Dwight E. Berg

**Signer Name:** Dwight E. Berg

**Title:** Municipal Advisor Principal

**Date:** 03-31-2026