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Kellen Blaise Beard

United Advisor Group

Dickson, TN

Cincinnati, OH

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Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-08-28
  • TN RA
    APPROVED
    Since 2026-08-28

Branch Locations

318 E College St, Dickson, TN 37055 • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • 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
Jack Keeter & Associates Anaheim CA 10/2016 04/2019
Granite Retirment And Regen Tax Dickson TN 01/2016 02/2017
Granite Retirement And Tax Advisory Llc Dickson TN 02/2017 12/2018
Virtue Capital Management, Llc Brentwood TN 06/2019 08/2026
Granite Retirement And Tax Advisory Llc Dickson TN 01/2019 Present
United Advisors Group Dba Ascension Financial Partners Brentwood, TN 08/2026 Present
  • 10/2016 → 04/2019
    Jack Keeter & Associates
    Anaheim, CA
  • 01/2016 → 02/2017
    Granite Retirment And Regen Tax
    Dickson, TN
  • 02/2017 → 12/2018
    Granite Retirement And Tax Advisory Llc
    Dickson, TN
  • 06/2019 → 08/2026
    Brentwood, TN
  • 01/2019 → Present
    Granite Retirement And Tax Advisory Llc
    Dickson, TN
  • 08/2026 → Present
    United Advisors Group Dba Ascension Financial Partners
    Brentwood,, TN
Previous Registrations
Other Businesses

1. GRANITE RETIREMENT AND TAX ADVISORY LLC , Title:  INDEPENDENT TAX ASSOCIATE, Description: PROVIDES TAX SERVICES, Start Date: 01/01/2019, Address: 318 E. COLLEGE STREET, DICKSON TENNESSEE , Investment-related? NO, Hours per month: 100, During trading hours: 100 2. SCENIC CONSTRUCTION , Title: CONSTRUCTION SOLE PROPRIETORSHIP , Description: SUBCONTRACTOR RUN TRACTOR/EXVATOR, MISC. DUTIES , Start Date: 06/01/2019, Address: 1740  SCENIC LANE CENTERVILLE, TN 37033 , Investment-related? NO, Hours per month: 10, During trading hours: 2 3. B2P LLC , Title: MEMBER, Description:  PARTNERSHIP LLC DEALS WITH RENTAL PROPERTIES , Start Date: 05-01-2020, Address: 1740 SCENIC LANE CENTERVILLE TN 37033, Investment-related? NO, Hours per month: 1, During trading hours: 0 4. MAXOR NATIONAL PHARMACY , Title: ACCOUNT MANAGER , Description: PHARMACY MANAGMENT DUTIES - WORKING WITH PHARMACY OWNERS MANAGING INTERNAL FINANCIALS, Start Date: 04-26-2021, Address: 320 S POLK ST STE 701 AMARILLO TX 79101 , Investment-related? NO, Hours per month: 50, During trading hours: 40

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-26
  • S65 Uniform Investment Adviser Law Examination
    2016-07-26

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