Patrick Stephen Beale

Current Employers

Employment History

• 05/2012 → 04/2023
  Lpl
  Lake Jackson, TX
• 04/2023 → 08/2025
  Global Wealth Advisors
  Angleton, TX
• 04/2023 → 08/2025
  Commonwealth Financial Network
  San Diego, CA
• 08/2025 → Present
  Merit Financial Group Dba Merit Financial Advisors
  Angleton, TX
• 08/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2023-09-11 → 2026-01-02
  Global Wealth Advisors
  Angleton, TX
  Angleton, TX
• 2023-04-12 → 2025-08-15
  Commonwealth Financial Network
  San Diego, CA
  Angleton, TX
  Pearland, TX
• 2012-05-23 → 2023-04-14
  Lpl Financial Llc
  Pearland, TX
  Pearland, TX
  Brazoria, TX
  Lake Jackson, TX
  Angleton, TX
• 2009-10-22 → 2012-05-18
  Capital One Financial Advisors Llc
  Houston, TX
  Melville, NY
• 2009-05-02 → 2009-10-14
  Chase Investment Services Corp.
  Webster, TX
  Houston, TX
• 2008-11-10 → 2009-05-02
  Wamu Investments, Inc.
  Houston, TX
  Houston, TX
  Webster, TX
• 2004-04-29 → 2006-03-27
  A. G. Edwards & Sons, Inc.
  Conroe, TX

Other Businesses

1.) Merit Financial Group DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 8/2025. 160. 160. Service Clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 8/2025. 1. 1. Provide insurance advice based on the needs of client(s). 3.) Pearland Elite Training Center, LLC. Non- Investment Related. 4407 Halik St Pearland TX, 77581. Teaching / Coaching. Owner. 8/2025. 1. 0. Co-owner of business that my wife also owns and she is the one that runs the business on a day to day basis. I have no known duties other than to support her. 4.) Beale Financial Services, LLC. Non-Investment Related. 3017 Green Tee Dr Pearland TX, 77581. Holding Company. Owner. 4/2023. This company will be used to hold Merit stock received from the merger. 5.) Successor Trustee. 5603 Walker Dr Pearland TX 77581. Trust Services. Successor Trustee. 7/2025. 0. 0. If I become the trustee, I will have the duties outlined in the trust. I can provide a copy of the trust. 6.) Successor POA. 5603 Walker Dr Pearland TX 77581. Trust Services. Successor POA. 7/2025. 0. 0. Only if acting in the POA capacity would I have duties to perform related to this.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-04