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Debra Lynn Floyd

Uptick Partners, LLC

Nacogdoches, TX

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Current Employers
Uptick Partners, Llc

777 East Austin, Nacogdoches, TX 75965 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-26
  • TX RA
    APPROVED
    Since 2023-07-26

Branch Locations

777 East Austin, Nacogdoches, TX 75965 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Uptick Partners, Llc Nacogdoches TX 07/2023 Present
Holistic Planning Nacogdoches TX 03/2023 07/2023
Holistic Planning Nacogdoches TX 07/2023 Present
Edward Jones Nacogdoches TX 02/2001 03/2023
  • 07/2023 → Present
    Nacogdoches, TX
  • 03/2023 → 07/2023
    Holistic Planning
    Nacogdoches, TX
  • 07/2023 → Present
    Holistic Planning
    Nacogdoches, TX
  • 02/2001 → 03/2023
    Edward Jones
    Nacogdoches, TX
Other Businesses

Goodsprings Partners, LLC; investment related, 777 East Austin St, Nacogdoches, TX 75965; Business entity for tax purposes only; Owner; 5/2024; 0 hours during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-07
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07

View on SEC IAPD

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