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Oliver Earl Matison

Beacon Financial Group

Dallas, TX

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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 2021-11-05
  • TX RA
    APPROVED
    Since 2021-11-05

Branch Locations

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 Financial Group Dallas TX 10/2014 Present
Beacon Financial Group Dallas TX 11/2021 Present
Kestra Advisory Services, Llc Dallas TX 04/2016 Present
Kestra Investment Services, Llc Dallas TX 11/2014 Present
Previous Registrations
  • 2016-04-18 → 2025-03-26
    Kestra Advisory Services, Llc
    Dallas, TX
    Lewisville, TX
    Austin, TX
  • 2011-10-19 → 2014-10-02
    Usaa Financial Planning Services
    Addison, TX
  • 2001-02-28 → 2011-09-30
    Strategic Advisers Llc
    Westlake, TX
  • 2006-08-07 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-31
S63 Uniform Securities Agent State Law Examination 1996-09-03
  • S66 Uniform Combined State Law Examination
    2001-01-31
  • S63 Uniform Securities Agent State Law Examination
    1996-09-03
Designations

View on SEC IAPD

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RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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