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Markus Gracen Byrd

Candor Wealth Management, LLC

Dallas, TX

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Current Employers
Candor Wealth Management, Llc

5220 Spring Valley Road Suite 505, Dallas, TX 75254 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-16
  • TX RA
    APPROVED
    Since 2024-05-16

Branch Locations

5220 Spring Valley Road Suite 505, Dallas, TX 75254 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Advisory Services, Llc Dallas AR 04/2016 04/2024
Kestra Investment Services, Llc Dallas TX 02/2014 04/2024
Candor Wealth Management, Llc Dallas TX 05/2022 Present
Nfp Advisor Services, Llc Dallas TX 04/2014 09/2016
Candor Wealth Management, Llc Dallas TX 05/2024 Present
Previous Registrations
  • 2016-04-19 → 2024-04-15
    Dallas, TX
  • 2014-02-21 → 2016-09-22
    Kestra Investment Services, Llc
    Austin, TX
    Dallas, TX
  • 2014-02-11 → 2014-02-24
    Invest Financial Corporation
    Lantana, TX
    Dallas, TX
  • 2010-05-10 → 2014-02-14
    Dallas, TX
    Dallas, TX
  • 2003-12-19 → 2010-05-13
    Invest Financial Corporation
    Dallas, TX
    Lewisville, TX
    Denton, TX
    Double Oak, TX
    Plano, TX
    Allen, TX
    Dallas, TX
    Ft. Worth, TX
    Dallas, TX
  • 2000-02-07 → 2003-12-19
    Veravest Investment Advisors, Inc.
    Dallas, TX
Other Businesses

Markus Gracen Byrd is an independent licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-21
S63 Uniform Securities Agent State Law Examination 1992-01-07
  • S65 Uniform Investment Adviser Law Examination
    1999-12-21
  • S63 Uniform Securities Agent State Law Examination
    1992-01-07

View on SEC IAPD

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