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Chase Anthony Perry

Beaird Harris

Dallas, TX

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Current Employers
Beaird Harris

5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-10-21
  • TX RA
    APPROVED
    Since 2020-10-21

Branch Locations

5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • 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
Fidelity Investments Plano TX 04/2009 03/2020
Beaird Harris Dallas TX 03/2020 Present
  • 04/2009 → 03/2020
    Fidelity Investments
    Plano, TX
  • 03/2020 → Present
    Beaird Harris
    Dallas, TX
Previous Registrations
  • 2018-07-13 → 2020-03-09
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2012-01-11 → 2018-07-13
    Strategic Advisers Llc
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-13
S63 Uniform Securities Agent State Law Examination 2010-04-12
  • S66 Uniform Combined State Law Examination
    2011-10-13
  • S63 Uniform Securities Agent State Law Examination
    2010-04-12
Designations

View on SEC IAPD

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GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

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

More in Dallas, TX

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