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Kasem Mohammad Abdullah

Beacon Financial Group

Dallas, TX

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Current Employers
Beacon Financial Group

17300 Preston Rd, Suite 120 C/O Melissa Wheeler, Dallas, TX 75252-5654 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-18
  • TX RA
    APPROVED
    Since 2024-04-18

Branch Locations

17300 Preston Rd, Suite 120 C/O Melissa Wheeler, Dallas, TX 75252-5654 • 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
Edward Jones La Mesa CA 01/2017 01/2021
Randstad Usa San Diego CA 10/2016 12/2016
Fisher Investments Plano TX 05/2021 03/2024
N/A San Diego CA 01/2017 01/2021
Ranstad San Diego CA 10/2016 12/2016
Kestra Investment Services, Llc Dallas TX 03/2024 Present
N/A San Diego CA 01/2021 05/2021
Beacon Retirement Planning Services Inc Dallas TX 03/2024 Present
  • 01/2017 → 01/2021
    Edward Jones
    La Mesa, CA
  • 10/2016 → 12/2016
    Randstad Usa
    San Diego, CA
  • 05/2021 → 03/2024
    Fisher Investments
    Plano, TX
  • 01/2017 → 01/2021
    N/A
    San Diego, CA
  • 10/2016 → 12/2016
    Ranstad
    San Diego, CA
  • 03/2024 → Present
    Kestra Investment Services, Llc
    Dallas, TX
  • 01/2021 → 05/2021
    N/A
    San Diego, CA
  • 03/2024 → Present
    Beacon Retirement Planning Services Inc
    Dallas, TX
Previous Registrations
  • 2021-06-15 → 2024-03-08
    Fisher Investments
    Plano, TX
    Plano, TX
  • 2017-03-14 → 2021-01-08
    Edward Jones
    Montgomery, AL
    St Louis, MO
    La Mesa, CA
    El Cajon, CA
    La Mesa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-11
  • S66 Uniform Combined State Law Examination
    2017-03-11
Other Names
  • Kasem Mohammad Abdullah
  • Kasem Abdullah
  • Kasem M Abdullah

View on SEC IAPD

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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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