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Gerald Thomas Mcilhon

Beck Capital Management LLC

Austin, TX

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Current Employers
Beck Capital Management Llc

2009 S. Capital Of Texas Hwy. Suite 200, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-09-05
IL RA APPROVED 2024-08-26
FL RA APPROVED 2024-07-26
TX RA APPROVED 2010-03-05
  • LA RA
    APPROVED
    Since 2024-09-05
  • IL RA
    APPROVED
    Since 2024-08-26
  • FL RA
    APPROVED
    Since 2024-07-26
  • TX RA
    APPROVED
    Since 2010-03-05

Branch Locations

2009 S. Capital Of Texas Hwy. Suite 200, Austin, TX 78746 • 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
Beck Capital Management Llc Austin TX 01/2010 Present
Previous Registrations
  • 2005-08-04 → 2010-03-02
    Partnervest Advisory Services Llc
    Austin, TX
    Santa Barbara, CA
    Santa Barbara, CA
  • 2003-10-03 → 2005-08-12
    Lpl Financial Llc
    Austin, TX
  • 1998-09-03 → 2003-10-07
    Osaic Fs, Inc.
    Concord, NH
Other Businesses

WRITES LIFE INSURANCE, EQUITY INDEXED ANNUITY, LTC, AND OR FIXED ANNUITES THROUGH JERRY MCILHON, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-24
S63 Uniform Securities Agent State Law Examination 1989-08-25
  • S65 Uniform Investment Adviser Law Examination
    2003-01-24
  • S63 Uniform Securities Agent State Law Examination
    1989-08-25
Other Names
  • Jerry Mcilhon
  • Jerry Thomas Mcilhon

View on SEC IAPD

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David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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