Reagan Lee Wagner

Current Employers

Employment History

• 01/2004 → Present
  Pinnacle Capital Management, Inc
  San Antonio, TX
• 01/2001 → Present
  Par Financial Group
  San Antonio, TX
• 01/2003 → Present
  Pinnacle Financial Group
  San Antonio, TX
• 04/2007 → Present
  Strategic Financial Concepts, Llc
  San Antonio, TX
• 09/2009 → Present
  Lpl Financial, Llc
  San Antonio, TX

Previous Registrations

• 2006-01-27 → 2008-04-02
  Sutterfield Financial Group, Inc.
  San Antonio, TX
  Bartlesville, OK

Other Businesses

1) 12/28/09: RLW MARKETING, LLC - MANAGER - Not Inv Rel- Business Owner- TIME SPENT 2%. 2) 5/20/10: STRATEGIC FINANCIAL CONCEPTS, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - DBA:NATIONAL FINANCIAL ALLIANCE - INV REL- At Rep Bus Loc(s)-TIME SPENT 10% 3) 11/1/11: NON-VARIABLE INSURANCE - PINNACLE CAPITAL MANAGEMENT, INC. - INV REL- TIME SPENT 1% - SAN ANTONIO, TX. 4) 3/18/13: RLW OPERATIONS, LLC -Farm- Not Inv Rel - TIME SPENT 2%. 5) 5/9/2013 - STRATEGIC FINANCIAL CONCEPTS - REGISTERED INVESTMENT ADVISOR DBA - DBA:NFA WEALTH MANAGEMENT - INV REL- At Rep Bus Loc(s)- 75% OF TIME SPENT 6) 5/21/13 -NFA WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business)- INV REL- AT Rep Bus Loc(s) 7) 3/26/14 - Nelson Risk Services - Inv Rel- At Rep Bus Loc(s) - Non-Variable Insurance - Time Spent 2%. 8) 6/3/14 - Wagner Financial Group- Not Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Vice President - Started 2/3/2007 - 1 Hr a Mth/0 Hrs During Trading 9) 8/14/14 - NATIONAL FINANCIAL ALLIANCE, LLC - NON-VARIABLE INSURANCE -Inv Rel- At Rep Bus Loc(s)- 15 hrs a mth/ during trading 10) 9/15/14 - STRATEGIC FINANCIAL CONCEPTS, LLC - REGISTERED INVESTMENT ADVISOR - Inv Rel- At Rep Bus Loc(s)- 25 HRS/MO/ during trading 11) 8/9/17 - NFA Institutional Services - Inv Related - At Rep Bus Loc(s) - DBA for LPL Business (entity for LPL business) - Started 7/31/17 - 4 Hrs Per Mth/ During Trading 12) 9/1/17 - NFA INSURANCE - Inv Related - At Rep Bus Loc(s) - DBA for LPL Business (entity for LPL business) - Started 8/22/17 - 1 Hr a Mth/During Trading 13) 9/1/17 - No Business Name - Not Inv Rel - Home Based - Outside/W-2 Employment - Wedding Officiant - Started 8/28/2017 - 1 Hr a Mth/0 Hrs During Trading 14) 9/5/17 - Strategic Financial Concepts, LLC - Inv Rel - At Rep Bus Loc(s) - Registered Investment Advisor - Started 5/30/17 - 0 Hrs Per Month - I provide administrative support to Strategic Financial Concepts LLC, an independent investment advisor firm. I started this business activity in 05/30/2017. I expect to spend approximately [hours per month] on this activity. Please see the Form ADV? 15) 9/15/21 - Lytle State Bank - Not Inv Related - 14631 S. FM 2790 W, Lytle, TX 78052 - For-Profit Board Member - Start Date: 10/20/21 - 4 Hrs/Mo/2 Hours During Trading - Board Member. 16) 10/18/21 - A&B Family Office, Inc. - Not Inv Related - At Reported Business Location(s) - For-Profit Board Member - Started 11/1/2021 - 2 Hrs/Mo/0 Hrs During Trading. 17) 3/11/22 - RLW Assets, LLC - Inv Related - At Reported Business Location(s) and Aransas, TX - Real Estate Rental - Start Date: 3/1/2022 - 2 Hrs/Mo/0 Hrs During Trading - Own a piece of property. 18) 3/11/22 - RLW Ventures, LLC - Inv Related - At Reported Business Location(s) and Aransas, TX - Real Estate Rental - Start Date: 3/1/2022 - 2 Hrs/Mo/0 Hrs During Trading. 19) 02/05/24 - NFA Risk Services, LLC - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Start: 1/15/2024 - 4 Hrs/mo; 1 Hr During Trading 20) 1/28/25-The Sports Academy of Wellington, Inc DBA Wellington Athletics- Non-Profit Board Member- Not Inv Rel- 11700 Pierson Rd. Wellington, FL 3341-Start Date 04/15/2023-1 hr a mth/0 hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-23
• S63 Uniform Securities Agent State Law Examination
  2001-03-27