The Winner's Circle

We love referrals! They are every advisor's dream. We know that several of you have sent us referrals in the past, and we sincerely thank you for them.

Let's keep it going!


As an extra thank you, we have created The Winner's Circle. This will be an annual, social event specifically to thank all the clients that have sent us referrals throughout the year. The event will be held in December, and any referral made from January 1 - December 1, 2020 will count as your qualification . Event will be announced as the date nears. Past client event examples include Medieval Times, a foodie walk, and dinner and a show at Bass Hall.


If you have a friend, family member, co-worker, neighbor, or anyone that might benefit from talking to us, we want to meet them! If you would like to supply us with contact info, we are happy to reach out directly, or they may reach out to our team. We look forward to being of service!

Submit Your Referral

Submit your referral online, or give us a call.

We will gather your referral's name
and contact info on the next page.

Quick Links



546 Silicon Dr, Ste 103

Southlake, TX 76092

   (817) 571-2626

Contact Us

Bering Financial specializes in arming clients with knowledge and awareness about their money

that empowers them to make better financial decisions for their family and their future.

Please be advised that presently, Thomas Patrick Smith (Patrick) holds FINRA Series 7 registration & 66 licenses in AZ, FL, GA, KS, MT, TX, and WY, as well as licenses for Life & Health Insurance and Annuity instruments in TX, KS, and MT. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Thomas Patrick Smith before proceeding further. Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Bering Financial, CSS, and CSA are independent entities.


No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you click on any link to another website provided herewith, you  are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.

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