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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
| FL | RA | APPROVED | 2026-02-24 |
| NH | RA | APPROVED | 2022-10-24 |
Branch Locations
Punta Gorda, FL • United States
51 Elm St Ste 106, Laconia, NH 03246 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Colchester | CT | 05/2011 | 07/2019 |
| Summit Brokerage Services | Colchester | CT | 07/2019 | 09/2019 |
| Summit Financial Group | Colchester | CT | 07/2019 | 03/2020 |
| Cetera Advisor Networks Llc | Colchester | CT | 09/2019 | 03/2020 |
| Prospera Financial Services Inc. | Dallas | TX | 03/2020 | Present |
REED WEALTH MANAGEMENT; INVESTMENT RELATED; SAME ADDRESS AS REGISTERED BRANCH; WEALTH MANAGEMENT FIRM DOING BUSINESS WITH LIFE, LTC, ANNUITIES, AND SECURITIES; MANAGING PRINCIPAL; 08/22/2017; APPX 175 HRS/MONTH; APPX 150 HRS/MONTH DURING TRADING; HELP CLIENTS MAINTAIN INVESTMENTS APPROPRIATE TO THEIR INVESTMENT GOALS AND OBJECTIVES. UBER; INVESTMENT RELATED - NO; 15255 RIVER BIRCH COURT, PUNTA GORDA, FL 33955; DRIVER; 04/2026; 20 HOURS PER MONTH, 0 DURING TRADING HOURS; PICK UP AND RELOCATE UBER GUESTS FROM POINT TO POINT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-18 |
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