Tyler Gregory Beeson

Employer firm

Wpa Family Office, LLC CRD 315566

$175M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 11/2017
  Rgt Capital Management, Ltd.
  Dallas, TX
• 12/2017 → 08/2021
  Westshore Wealth, Llc
  Newport Beach, CA
• 08/2021 → Present
  Wpa Family Office, Llc
  Dallas, TX

Previous Registrations

• 2018-01-02 → 2021-09-13
  Westshore Wealth
  Dallas, TX
• 2015-09-28 → 2017-11-30
  Rgt Wealth Advisors
  Dallas, TX
• 2009-10-23 → 2015-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX
• 2003-08-15 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2001-12-03 → 2003-08-20
  Banc Of America Securities Llc
  San Francisco, CA

Other Businesses

SILVER OAK PROPERTY GROUP, L.P., PASSIVE REAL ESTATE PARTNERSHIP, 25 HIGHLAND PARK VILLAGE, SUITE 100-161, DALLAS TX, 75205, PASSIVE REAL ESTATE RENTAL OWNERSHIP, GENERAL PARTNER, 100% OWNER, START DATE: JUNE 2002, THE REAL ESTATE HOLDINGS WILL CONSIST OF A SMALL NUMBER OF INVESTMENT/RENTAL PROPERTIES, 1 HR PER MONTH, ZERO HOURS DURING SECURITIES TRADING HOURS, GP OF FLP FOR REAL ESTATE RENTAL PROPERTY PORTFOLIO. Re-List Inc., Not investment related, 3504 Browning St. San Diego, CA 92106. Full service real estate firm; Partner (non-managing, March 2017 start, 4 hours per month, 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-13
• S63 Uniform Securities Agent State Law Examination
  1999-12-07

Designations

• Certified Financial Planner