Kelly Brian Reavis

Employer firm

Sunbelt Securities, Inc. CRD 42180

$2.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Sunbelt Securities Inc
  Houston, TX

Previous Registrations

• 2007-12-07 → 2012-06-18
  Milkie/Ferguson Investments, Inc.
  Dallas, TX
  Dallas, TX
• 2002-05-07 → 2007-12-10
  Comerica Securities
  Dallas, TX
  Dallas, TX

Other Businesses

TRINITY STATEGY PARTNERS (DBA) 12740 Hillcrest Road, Ste 210 , DALLAS, TX 75230. DBA UNDER SUNBELT SECURITIES INC. INVESTMENT RELATED. REGISTERED REPRESENTATIVE. START: 06/2012. 40 HOURS A WEEK, DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-22
• S63 Uniform Securities Agent State Law Examination
  1997-04-16