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5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1996-07-19 |
Branch Locations
12221 Merit Drive Suite 750, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaird Harris & Co P.C. | Dallas | TX | 01/1989 | Present |
| Beaird Harris Wealth Management, Inc. | Dallas | TX | 04/1996 | Present |
LEGAL NAME REGISTRATION: (1) KLB MANAGEMENT, (2) CALABRIA TRUST, (3) CALABRIA FAMILY LIMITED PARTNERSHIP, (4) BATES IRREVOCABLE TRUST, (5) KREHBIEL MANAGEMENT COMPANY, (6) HARRIS INSURANCE TRUST, (7) NORTH DALLAS FIDUCIARIES ADDRESS: (1-7) 12221 MERIT DRIVE, STE 750 DALLAS TEXAS 75251 INVESTMENT RELATED: (1-7) NO YOUR POSITION, TITLE OR RELATIONSHIP: (1-6) MANAGER, TRUSTEE (7) VICE PRESIDENT APPROXIMATE # OF HOURS YOU DEVOTE: (1-7) 1 PER WEEK APPROXIMATE # OF HOURS YOU DEVOTE DURING TRADING HOURS: (1-7) 0.5 HOUR PER WEEK BRIEFLY DESCRIBE YOUR DUTIES: (1-6) MANAGING OFFICER, TRUSTEE SERVICES, (7) BILL PAYING SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-22 |
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