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Ariana Kathleen Marek

Beacon Financial Group

Dallas, TX

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Current Employers
Beacon Financial Group

17300 Preston Rd, Suite 120 C/O Melissa Wheeler, Dallas, TX 75252-5654 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-07
  • TX RA
    APPROVED
    Since 2025-04-07

Branch Locations

17300 Preston Rd, Suite 120 C/O Melissa Wheeler, Dallas, TX 75252-5654 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 05/2017 08/2024
Bank Of America San Antonio TX 05/2017 06/2018
Northside Isd San Antonio TX 08/2016 06/2018
Golds Gym San Antonio TX 08/2016 06/2017
Bank Of America, N.A. San Antonio TX 08/2021 08/2024
Apex Fintech Solutions Dallas TX 08/2024 03/2025
Beacon Retirement Planning Services Inc. Dallas TX 03/2025 Present
  • 05/2017 → 08/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Antonio, TX
  • 05/2017 → 06/2018
    Bank Of America
    San Antonio, TX
  • 08/2016 → 06/2018
    Northside Isd
    San Antonio, TX
  • 08/2016 → 06/2017
    Golds Gym
    San Antonio, TX
  • 08/2021 → 08/2024
    Bank Of America, N.A.
    San Antonio, TX
  • 08/2024 → 03/2025
    Apex Fintech Solutions
    Dallas, TX
  • 03/2025 → Present
    Beacon Retirement Planning Services Inc.
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-31
  • S66 Uniform Combined State Law Examination
    2019-05-31
Other Names
  • Ariana Marek
  • Ariana Kathleen Marek

View on SEC IAPD

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RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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