Bevin E Hartnett

Current Employers

Employment History

• 09/2006 → 10/2019
  Waddell & Reed, Inc.
  Webster, TX
• 09/2006 → 10/2019
  Various Insurance Carriers For W & R
  Webster, TX
• 10/2019 → Present
  Raymond James Financial Services, Inc.
  Webster, TX
• 10/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Webster, TX
• 10/2019 → 04/2024
  Pinebrook Wealth Strategie
  Webster, TX
• 11/2020 → 12/2024
  Harris County
  Houston, TX

Previous Registrations

• 2006-09-07 → 2019-10-17
  Waddell & Reed
  Santa Fe, NM
  Albuquerque, NM
  Las Vegas, NV
  Webster, TX
  Edmond, OK
  Webster, TX
• 2005-06-07 → 2006-09-06
  Ameriprise Financial Services, Llc
  Denver, CO
  Denver, CO

Other Businesses

(1)Name of Business: BEH Enterprise LLC DBA Pinebrook Tax Strategies Address: 4102 Delta Wood Ct, Houston, TX, 77059, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Prepare taxes for clients on an unsolicited basis. (2)Name of Business: Velonix Wealth Address: 711 W Bay Area Blvd Ste 530, Webster, TX, 77598-4042, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: All management activities associated with the business organization, including HR, taxes and bookkeeping, legal matters, marketing, and executive decisions

Exams

• S66 Uniform Combined State Law Examination
  2005-06-06

Other Names

• Bevin Hartnett