Martin D Beard

Current Employers

Employment History

• 06/2008 → 04/2018
  H.D. Vest Advisory Services
  Tucson, AZ
• 03/2014 → Present
  Martin Beard Tax Preparation Services
  Tucson, AZ
• 01/2006 → Present
  Intuit Inc
  Tucson, AZ
• 12/2017 → 05/2018
  Jackson Hewitt Tax Services
  Tucson, AZ
• 02/2016 → Present
  Uber
  San Francisco, CA
• 08/2015 → Present
  Lyft
  San Francisco, CA
• 10/2017 → Present
  Veyo
  San Francisco, CA
• 06/2018 → Present
  Lpl Financial Services, Llc
  Tucson, AZ
• 06/2018 → Present
  Hughes Federal Credit Union
  Tucson, AZ
• 08/2017 → 06/2018
  Total Ride
  Tucson, AZ

Previous Registrations

• 2014-09-23 → 2018-05-01
  Avantax Advisory Services
  Tucson, AZ
• 2008-06-11 → 2012-10-03
  Avantax Advisory Services
  Tucson, AZ
• 2006-08-29 → 2006-09-05
  Cue Financial Group, Inc.
  Tucson, AZ
• 2000-02-23 → 2004-07-08
  Charles Schwab & Co., Inc.
  Las Vegas, NV

Other Businesses

1.07/05/2018; Martin Beard Tax Preparation Service; Tax Prep/Accounting/CPA; Investment Related; Tucson,AZ; Start Date 08/01/2015; 5hrs/mth; 0hrs during trading 2.07/05/2018; Intuit, Inc.; Outside/W-2 Employment; Investment Related; Tucson,AZ; Start Date 01/01/2019; 5hrs/mth; 0hrs during trading 3.03/23/2023; Hughes Federal Credit Union; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 06/18/2018; 160hrs/mth; 160hrs during trading 4.09/05/2023; Intuit; Outside/W-2 Employment; Not Investment Related; ; Start Date 12/15/2023; 10hrs/mth; 0hrs during trading 5.09/05/2023; ; Outside/W-2 Employment; Not Investment Related; Tucson,AZ; Start Date 09/05/2023; 5hrs/mth; 0hrs during trading 6.09/05/2023; Martin Beard Notary Signing Agent; Notary; Investment Related; at Reported Business Location(s); Start Date 09/05/2023; 5hrs/mth; 0hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-03
• S63 Uniform Securities Agent State Law Examination
  1999-01-23

Designations

Other Names

• Marty Beard
• Martin David Beard