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Beaird Harris CRD 107238
$2.27B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-11-21 |
Branch Locations
5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaird Harris, Pllc | Dallas | TX | 01/2007 | Present |
| Beaird Harris Wealth Management, Llc | Dallas | TX | 10/2011 | Present |
NAME OF BUSINESS: BEAIRD HARRIS, PLLC, INVESTMENT-RELATED: NO, ADDRESS: 5005 LYNDON B JOHNSON FWY, STE 1700 DALLAS, TX, USA, 75244, NATURE OF BUSINESS: TAX CONSULTING, POSITION: SHAREHOLDER, START DATE: 2007, HOURS PER MONTH: 75% OF TIME, DUTIES: TAX CONSULTING, PREPARATION, COUNSELING Name of Business: UTD Undergraduate Accounting Board, Investment-related: No, Address: 800 W Campbell Rd. Richardson, TX 75080, Start Date 12/12/2017, Hours per Month: < 1%, Duties: Provide feedback to accounting programs to better prepare students for workforce positions.
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