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Kristopher Forest Etter

Beacon Financial Planners, Inc

Houston, TX

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Current Employers
Beacon Financial Planners, Inc

2525 Robinhood St Suite 210, Houston, TX 77005 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-12-10
  • TX RA
    APPROVED
    Since 2018-12-10

Branch Locations

2525 Robinhood St Suite 210, Houston, TX 77005 • 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
Ims Securities, Inc. Houston TX 07/2004 11/2017
Ims Financial Advisors, Inc. Houston TX 09/2011 10/2017
Calton & Associates Houston TX 12/2017 09/2018
Westpark Wealth Advisors, Inc. Houston TX 12/2017 09/2018
Etter Amalgamated, Inc. Grapevine TX 01/2003 Present
Kla Limited, Llc Grapevine TX 01/2003 Present
Efs, Inc Grapevine TX 01/2005 12/2018
Beacon Financial Planners, Inc. Grapevine TX 09/2018 Present
Kla Realty Ltd Grapevine TX 01/2003 12/2016
  • 07/2004 → 11/2017
    Ims Securities, Inc.
    Houston, TX
  • 09/2011 → 10/2017
    Ims Financial Advisors, Inc.
    Houston, TX
  • 12/2017 → 09/2018
    Calton & Associates
    Houston, TX
  • 12/2017 → 09/2018
    Houston, TX
  • 01/2003 → Present
    Etter Amalgamated, Inc.
    Grapevine, TX
  • 01/2003 → Present
    Kla Limited, Llc
    Grapevine, TX
  • 01/2005 → 12/2018
    Efs, Inc
    Grapevine, TX
  • 09/2018 → Present
    Grapevine, TX
  • 01/2003 → 12/2016
    Kla Realty Ltd
    Grapevine, TX
Previous Registrations
Other Businesses

ETTER AMALGAMATED, INC., 1301 MUNICIPAL WAY, GRAPEVINE, TX 76051, NON-INVESTMENT-RELATED, PARTNER, FAMILY LIMITED PARTNERSHIP, PROPERTY MANAGER, START DATE: 01/01/2003, 1 HR/WK, USUALLY NOT DURING TRADING HRS; INDEPENDENT INSURANCE AGENT., INSURANCE, CFP, 20 HRS/WK. WEBB & ETTER TX, LLC, REAL ESTATE HOLDING COMPANY - START DATE: 12/2017, 1 HR/MO, USUALLY NOT DURING TRADING HRS; PERFIT REALTY; NON-INVESTMENT RELATED; LAKE DALLAS, TX 75065; LICENSED REAL ESTATE AGENT; 1 HR/MO

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-06-16
  • S63 Uniform Securities Agent State Law Examination
    2003-06-16
Designations
Other Names
  • Kris Etter
  • Kristopher F Etter

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