Gary Steven Ahr

Employer firm

Eq Wealth Advisors CRD 322294

$617M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Eq Wealth Advisors

10000 North Central Express Way Suite 1350, Dallas, TX 75231 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-02-24

TX RA
APPROVED

Since 2023-02-24

Branch Locations

10000 North Central Express Way Suite 1350, Dallas, TX 75231 • 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

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Dallas	TX	06/1998	02/2023
Eq Wealth Advisors	Dallas	TX	02/2023	Present

06/1998 → 02/2023

Lincoln Financial Advisors Corporation

Dallas, TX
02/2023 → Present

Eq Wealth Advisors

Dallas, TX

Previous Registrations

1998-06-01 → 2023-02-22

Osaic Fa, Inc.

Dallas, TX

Dallas, TX

Addison, TX

Other Businesses

1) GARY AHR 10000 N. CENTRAL EXPRESSWAY SUITE 280 DALLAS, TX 75231 CATEGORY: FIXED INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: SALE OF FIXED LIFE AND HEALTH INSURANCE START DATE: 1/1/84 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS:0 2) GARY AHR "AHR FINANCIAL GROUP" 10000 N. CENTRAL EXPRESSWAY SUITE 280 DALLAS, TX 75231 10000 N. CENTRAL EXPRESSWAY SUITE 280 DALLAS, TX 75231 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING LIFE SETTLEMENTS START DATE: 6/2016 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1980-11-20

S63 Uniform Securities Agent State Law Examination

1980-11-20

Designations

Chartered Financial Consultant

Other Names

Gary S Ahr

View on SEC IAPD