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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

OLIVER EARL MATISON

Advisor at BEACON FINANCIAL GROUP

DALLAS, TX

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Search this name across graphsid dfx:ria:5a12d616-ffa1-8946-0801-1eae96f0cb7e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 28, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON FINANCIAL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 3, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 3, 1996
First registration: Feb 28, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 2785401

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON FINANCIAL GROUP	Independent wealth	Nov 5, 2021	n/a	yes	DALLAS, TX	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 18, 2016	Mar 26, 2025	no	DALLAS, TX\|AUSTIN, TX\|LEWISVILLE, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Oct 19, 2011	Oct 2, 2014	no	ADDISON, TX	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Aug 7, 2006	Mar 28, 2007	no	WESTLAKE, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 28, 2001	Sep 30, 2011	no	WESTLAKE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KESTRA ADVISORY SERVICES, LLC	BEACON FINANCIAL GROUP	Mar 26, 2025	Nov 5, 2021	-1,237	Firm change after gap	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	KESTRA ADVISORY SERVICES, LLC	Oct 2, 2014	Apr 18, 2016	564	Firm change after gap	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL TRUST COMPANY, FSB	Sep 30, 2011	Aug 7, 2006	-1,880	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	USAA FINANCIAL PLANNING SERVICES	Mar 28, 2007	Oct 19, 2011	1,666	Firm change after gap	Other

Relationships

Registered with (5)

→ BEACON FINANCIAL GROUPRegistered adviserregistration: current employment
Nov 5, 2021 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 18, 2016 to Mar 26, 2025factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 19, 2011 to Oct 2, 2014factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 28, 2001 to Sep 30, 2011factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Aug 7, 2006 to Mar 28, 2007factForm ADV

Dated events

Occurred
Mar 26, 2025
Advisor changed firm
Oliver Earl Matison left Kestra Advisory Services, Llc for Beacon Financial Group (registered 2021-11-05)
Form ADVobserved 4 days ago