Inactive

Steven Mark Lugar

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Current Employers

Beaird Harris

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2001-06-20

TX RA
APPROVED

Since 2001-06-20

Branch Locations

5005 Lyndon B. Johnson Fwy Suite 1700 Suite 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

Organization	City	State	From	To
Beaird Harris Wealth Management, Llc	Dallas	TX	06/2000	Present

06/2000 → Present

Beaird Harris Wealth Management, Llc

Dallas, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-05-17
S63	Uniform Securities Agent State Law Examination	1982-04-22

S65 Uniform Investment Adviser Law Examination

2001-05-17
S63 Uniform Securities Agent State Law Examination

1982-04-22

Designations

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

KESTRA ADVISORY SERVICES, LLC

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Michael Charles Perry

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THOMAS MARC YOUNG

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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

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