BEAIRD HARRIS WEALTH MANAGEMENT, LLC
Legal name: BEAIRD HARRIS
CRD #107238 SEC #801-51938 DALLAS, TX 972-503-1040
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
22
Clients
--
Accounts
3,188
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| ALLGOOD, PAULA, W | I | SHAREHOLDER | NA | |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| BEAIRD, PATRICK, C | I | MANAGING PARTNER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNN, JOSEPH, CLINT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | NA | Control |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | NA | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | NA | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | NA | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | NA | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | NA | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | NA | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | NA | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | NA | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | NA | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| LUGAR, STEVEN, MARK | I | MANAGING DIRECTOR, VICE PRESIDENT | NA | Control |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| WATSON, JUSTIN, DARREL | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| ZIMMERMAN, JAMES, EDWARD | I | SHAREHOLDER | NA | |
| BEAIRD, PATRICK | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | E | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | D | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | D | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | D | Control |
| BEAIRD, PATRICK | I | PRESIDENT | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| BEAIRD, PATRICK, C | I | PRESIDENT, CHIEF FINANCIAL OFFICER | D | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | D | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| BEAIRD ADVISORY SERVICES PC | DE | MEMBER | C | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | B | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | B | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | B | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | B | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | B | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | B | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | B | Control |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | B | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | B | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | B | |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| LUGAR, STEVEN, MARK | I | CHIEF OPERATING OFFICER | B | Control |
| NO FATE BWWM, LLC | DE | MEMBER | B | |
| NO FATE BWWM, LLC | DE | MEMBER | B | |
| NO FATE BWWM, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| STOREHOUSE 28, LLC | DE | MEMBER | B | |
| ALLGOOD ADVISORY SERVICES, PLLC | DE | MEMBER | A | |
| ALLGOOD ADVISORY SERVICES, PLLC | DE | MEMBER | A | |
| ALLGOOD ADVISORY SERVICES, PLLC | DE | MEMBER | A | |
| ALLGOOD ADVISORY SERVICES, PLLC | DE | MEMBER | A | |
| ALLGOOD ADVISORY, PLLC | DE | MEMBER | A | |
| ALLGOOD ADVISORY, PLLC | DE | MEMBER | A | |
| ALLGOOD ADVISORY, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BEAIRD HARRIS, PLLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| BLESSED PROVERBS 3, LLC | DE | MEMBER | A | |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS ADVISORY SERVICES PLLC | DE | MEMBER | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HARRIS, DONALD, BLAKE | I | VICE PRESIDENT | A | Control |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| HETZEL, JOHN, OTTO | I | SHAREHOLDER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| KING, JACOB, BURK | I | CHIEF COMPLIANCE OFFICER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| LUGAR ADVISORY SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| MASSIE FINANCIAL SERVICES, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A | |
| T.W. MAPPS, LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALLGOOD, PAULA, W | I | ALLGOOD ADVISORY, PLLC | E | |
| ALLGOOD, PAULA, W | I | ALLGOOD ADVISORY, PLLC | E | |
| ALLGOOD, PAULA, W | I | ALLGOOD ADVISORY, PLLC | E | |
| BEAIRD ACCOUNTING SERVICES, PLLC | DE | BEAIRD HARRIS, PLLC | E | Control |
| BEAIRD ACCOUNTING SERVICES, PLLC | DE | BEAIRD HARRIS, PLLC | E | Control |
| BEAIRD ACCOUNTING SERVICES, PLLC | DE | BEAIRD HARRIS, PLLC | E | Control |
| BEAIRD ACCOUNTING SERVICES, PLLC | DE | BEAIRD HARRIS, PLLC | E | Control |
| BEAIRD ACCOUNTING SERVICES, PLLC | DE | BEAIRD HARRIS, PLLC | E | Control |
| BEAIRD ACCOUNTING SERVICES, PLLC | DE | BEAIRD HARRIS, PLLC | E | Control |
| BEAIRD ACCOUNTING SERVICES, PLLC | DE | BEAIRD HARRIS, PLLC | E | Control |
| BEAIRD ACCOUNTING SERVICES, PLLC | DE | BEAIRD HARRIS, PLLC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| BEAIRD, PATRICK, C | I | BEAIRD ADVISORY SERVICES PC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HARRIS, DONALD, BLAKE | I | HARRIS ADVISORY SERVICES PLLC | E | Control |
| HETZEL, JOHN, OTTO | I | NO FATE BWWM, LLC | E | |
| HETZEL, JOHN, OTTO | I | NO FATE BWWM, LLC | E | |
| HETZEL, JOHN, OTTO | I | NO FATE BWWM, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| KING, JACOB, BURK | I | MASSIE FINANCIAL SERVICES, LLC | E | |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| LUGAR, STEVEN, MARK | I | LUGAR ADVISORY SERVICES, LLC | E | Control |
| PERRY, CHASE, ANTHONY | I | BLESSED PROVERBS 3, LLC | E | Control |
| PERRY, CHASE, ANTHONY | I | BLESSED PROVERBS 3, LLC | E | Control |
| PERRY, CHASE, ANTHONY | I | BLESSED PROVERBS 3, LLC | E | Control |
| PERRY, CHASE, ANTHONY | I | BLESSED PROVERBS 3, LLC | E | Control |
| PERRY, CHASE, ANTHONY | I | BLESSED PROVERBS 3, LLC | E | Control |
| PERRY, CHASE, ANTHONY | I | BLESSED PROVERBS 3, LLC | E | Control |
| PERRY, CHASE, ANTHONY | I | BLESSED PROVERBS 3, LLC | E | Control |
| PERRY, CHASE, ANTHONY | I | BLESSED PROVERBS 3, LLC | E | Control |
| SULLIVAN, JAMES, E. | I | T.W. MAPPS, LLC | E | Control |
| SULLIVAN, JAMES, E. | I | T.W. MAPPS, LLC | E | Control |
| SULLIVAN, JAMES, E. | I | T.W. MAPPS, LLC | E | Control |
| SULLIVAN, JAMES, E. | I | T.W. MAPPS, LLC | E | Control |
| SULLIVAN, JAMES, E. | I | T.W. MAPPS, LLC | E | Control |
| SULLIVAN, JAMES, E. | I | T.W. MAPPS, LLC | E | Control |
| SULLIVAN, JAMES, E. | I | T.W. MAPPS, LLC | E | Control |
| SULLIVAN, JAMES, E. | I | T.W. MAPPS, LLC | E | Control |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E | |
| ZIMMERMAN, JAMES, EDWARD | I | STOREHOUSE 28, LLC | E |
Registrations
Federal
IA
Dec 22, 2025 REGISTERED
Notice Filings (13)
AR CA CO FL GA LA NH NM NV OK TX VA WA
Address
5005 LYNDON B JOHNSON FWYSTE 1700
DALLAS, TX 75244
United States
Phone: 972-503-1040