Best Investors
Account
Sign in
Best Investors
Account
Sign in
5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-12 |
Branch Locations
5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cain Watters & Associates | Plano | TX | 06/2016 | 11/2018 |
| Beaird Harris Wealth Management, Llc | Dallas | TX | 11/2018 | Present |
| Beaird Harris, Pllc | Dallas | TX | 11/2018 | Present |
NAME OF BUSINESS: BEAIRD HARRIS, PLLC, INVESTMENT-RELATED: NO, ADDRESS: 5005 LYNDON B. JOHNSON FWY, SUITE 1700 DALLAS, TX, USA, 75244, NATURE OF BUSINESS: TAX CONSULTING, POSITION: Staff accountant, START DATE: 2018, HOURS PER MONTH: 95% OF TIME, DUTIES: TAX CONSULTING, PREPARATION, COUNSELING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-27 |
Reach out to this advisor