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Patrick Clark Beaird

Beaird Harris

Dallas, TX

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Current Employers
Beaird Harris

5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 1997-02-06
  • TX RA
    APPROVED
    Since 1997-02-06

Branch Locations

5005 Lyndon B. Johnson Fwy Suite 1700, Dallas, TX 75244 • 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
Beaird Harris, Pllc Dallas TX 05/1987 Present
Beaird Harris Wealth Management, Llc Dallas TX 04/1996 Present
  • 05/1987 → Present
    Beaird Harris, Pllc
    Dallas, TX
  • 04/1996 → Present
    Beaird Harris Wealth Management, Llc
    Dallas, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-16
  • S65 Uniform Investment Adviser Law Examination
    1996-12-16
Designations
Other Names
  • Pat Clark Beaird
  • Patrick C Beaird

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