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Beaird Harris CRD 107238
$2.27B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1999-02-23 |
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 Wealth Management, Llc | Dallas | TX | 04/1996 | Present |
| Beaird Harris, Pllc | Dallas | TX | 01/1993 | Present |
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: VICE PRESIDENT, START DATE: 1993, HOURS PER MONTH: 75% OF TIME, DUTIES: TAX CONSULTING, PREPARATION, COUNSELING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-30 |
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