Best Investors Account Sign in
Inactive

Megan Wray Beaufays

Avion Wealth

The Woodlands, TX

Claim This Profile
Current Employers
Avion Wealth

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-11
  • TX RA
    APPROVED
    Since 2021-07-11

Branch Locations

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • 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
Pnc Investments Greensburg PA 06/2015 06/2017
Pnc Bank Greensburg PA 06/2015 01/2019
Lpl Financial Llc Pittsburgh PA 01/2019 04/2020
Avion Wealth The Woodlands TX 08/2020 Present
Unemployed Houston TX 05/2020 07/2020
  • 06/2015 → 06/2017
    Pnc Investments
    Greensburg, PA
  • 06/2015 → 01/2019
    Pnc Bank
    Greensburg, PA
  • 01/2019 → 04/2020
    Lpl Financial Llc
    Pittsburgh, PA
  • 08/2020 → Present
    The Woodlands, TX
  • 05/2020 → 07/2020
    Unemployed
    Houston, TX
Other Businesses

1) 01/08/2019 - Speakman Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2019

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-23
S63 Uniform Securities Agent State Law Examination 2015-08-14
  • S65 Uniform Investment Adviser Law Examination
    2021-03-23
  • S63 Uniform Securities Agent State Law Examination
    2015-08-14
Other Names
  • Megan L Wray
  • Megan Lorie Wray

View on SEC IAPD

More in The Woodlands, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor