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Current Employers
Beacon Financial Group

17300 Preston Rd, Suite 120 C/O Melissa Wheeler, Dallas, TX 75252-5654 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-05-21
  • TX RA
    APPROVED
    Since 2012-05-21

Branch Locations

2313 Lake Ausin Blvd. Ste 211, Austin, TX 78703 • United States

17300 Preston Rd, Suite 120 C/O Melissa Wheeler, Dallas, TX 75252-5654 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Retirement Planning Austin TX 06/2011 Present
Kestra Advisory Services, Llc Dallas TX 04/2016 Present
Kestra Investment Services, Llc Dallas TX 12/2011 Present
  • 06/2011 → Present
    Beacon Retirement Planning
    Austin, TX
  • 04/2016 → Present
    Dallas, TX
  • 12/2011 → Present
    Kestra Investment Services, Llc
    Dallas, TX
Previous Registrations
Other Businesses

Business Name: Beacon Financial Group Investment Related: Yes Address: 17300 PRESTON RD STE 120 DALLAS TX 75252 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Employee Start Date: 6/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: IAR Business Name: Dos Veces Inc Investment Related: No Address: 2628 Creeks Edge Pkwy Austin TX 78733 Nature of Business: Consulting Position, Title or Relationship: Owner Start Date: 6/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: FINANCIAL ADVISOR Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Pkwy Bldg. 2 Ste. 400 Austin TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Relationship manager Start Date: 1/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Relationship manager

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-13
S63 Uniform Securities Agent State Law Examination 2003-05-16
  • S65 Uniform Investment Adviser Law Examination
    2012-02-13
  • S63 Uniform Securities Agent State Law Examination
    2003-05-16
Other Names
  • Gus Payne

View on SEC IAPD

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