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5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1997-02-06 |
Branch Locations
5005 Lyndon B. Johnson Fwy Suite 1700, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaird Harris, Pllc | Dallas | TX | 05/1987 | Present |
| Beaird Harris Wealth Management, Llc | Dallas | TX | 04/1996 | Present |
LEGAL NAME REGISTRATION: NORTH DALLAS FIDUCIARIES ADDRESS: 5005 LBJ FWY, STE. 1700 DALLAS TEXAS 75244. YOUR POSITION: PRESIDENT APPROXIMATE # OF HOURS YOU DEVOTE: .5 PER WEEK APPROXIMATE # OF HOURS YOU DEVOTE DURING TRADING HOURS: .25 PER WEEK BRIEFLY DESCRIBE YOUR DUTIES: BILL PAYING SERVICES NAME OF BUSINESS: BEAIRD HARRIS, PLLC, INVESTMENT-RELATED: NO, ADDRESS: 5005 LYNDON B. JOHNSON FWY, SUITE 1700 DALLAS, TX, USA, 75244, NATURE OF BUSINESS: TAX CONSULTING, POSITION: PRESIDENT, START DATE: 1987, HOURS PER MONTH: 50% OF TIME, DUTIES: TAX CONSULTING, PREPARATION, COUNSELING Mr. Beaird, in his individual capacity, is a shareholder (less than 1%) and Board member of Savant Capital Management ("Savant"), an SEC registered investment adviser. Both the Adviser and Savant are members of the same study group, Zero Alpha Group. Other than Mr. Beaird's personal association with Savant, the Adviser does not, in any manner whatsoever, have any business relationship with Savant relative to the Adviser's investment advisory operations. Mr. Beaird spends no more than 5% of his time in this capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-16 |
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