Reed Spencer Montgomery

Current Employers

Employment History

• 03/1998 → Present
  Reed Montgomery Ed. D. Consulting
  Redlands, CA
• 01/2004 → Present
  Montgomery Financial & Insurance Services
  Victorville, CA
• 04/2008 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 02/2013 → Present
  Ca Tax Team
  Redlands, CA
• 04/2014 → Present
  Highmark Administration And Consulting;
  Dana Point, CA

Other Businesses

1) MONTGOMERY FINANCIAL AND INSURANCE SERVICES;15428 Civic Drive, Suite 200, Victorville CA 92392; INSURANCE SERVICES. ;OWNER ; START DATE; 2000;;SALES OF SECURITIES, LIFE INSURANCE, HEALTH INSURANCE, AND ANNUITIES. 40 NUM OF HRS/MTH TO THIS BUS:.40 NUM OF HRS/MTH TO THIS BUS DURING TRADING HOURS: ;INVESTMENT RELATED" 2)EVERBANK;22365 BARTON ROAD, SUITE 113 GRAND TERRACE CA 92313 - START DATE 11/1/2011; ;BANKING PRODUCTS;1HRS/MONTH DEVOTED TO BUSINESS; 1 NUM OF HRS/MTH TO THIS BUS:.1 NUM OF HRS/MTH TO THIS BUS DURING TRADING HRS;INVESTMENT RELATED3)CAPITAL LOAN AND ASSOCIATES; 22365 BARTON ROAD, SUITE 113 GRAND TERRACE CA 92313 ;START DATE 5/2/2012; MORTGAGE BROKER OFFERING HOME AFFORDABLE REFINANCE PROGRAM (HARP). NUM OF HRS/MTH TO THIS BUS:.2NUM OF HRS/MTH TO THIS BUS DURING TRADING HOURS:2 ;INVESTMENT RELATED 4)CATAXTEAM;22365 BARTON ROAD, SUITE 113 GRAND TERRACE CA 92313 START DATE: 2/25/2013; INVESTMENT RELATED;TAX PREPARATION;PROPRIETOR/TAX SERVICES; NUM OF HRS/MTH TO THIS BUS:10 NUMOF HRS/MTH BUS DURING TRADING HRS: 5) HIGHMARK ADMINISTRATION AND CONSULTING;34188 PCH, STE D DANA POINT CA 92629;4/23/2014;CONSULTANT/RETIREMENT PLAN ADMINISTRATION; NOTINVESTMENT RELATED; NUM OF HRS/MTH TO THIS BUS:2 ;NUM OF HRS/MTH TO BUS DURING TRADING HRS:2 6) Reed Montgomery; POB 2391, Lake Arrowhead CA 92352, United States; START DATE: 06/14/2022 Owner; NATURE: Renting my time shares either myself or by use of Redweek; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0; NIR

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-25