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Raymond Michael Massey

Atx Financial Planning, LLC

Austin, TX

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Current Employers
Atx Financial Planning, Llc

500 Grace Lane, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-16
  • TX RA
    APPROVED
    Since 2020-12-16

Branch Locations

500 Grace Lane, Austin, TX 78746 • 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
Commonwealth Financial Network San Diego CA 05/2015 06/2017
Legacy One Financial Advisors Austin TX 06/2017 12/2020
Atx Financial Planning, Llc Austin TX 11/2020 Present
Legalorian Llc Austin TX 07/2020 Present
Raymond Michael Massey, Sole Proprietor Austin TX 06/2017 Present
Mike Massey Law Pllc Austin TX 09/2016 Present
Income & Wealth Advisors Llc Austin TX 04/2014 09/2022
Alberto Velazquez Law, Pllc San Antonio TX 09/2021 09/2022
Legalorian Llc Dba The Portfolio Protection Store Austin TX 08/2022 Present
Legalorian Llc Dba Lawyer2X Austin TX 11/2020 Present
Mike Massey Llc Austin TX 03/2015 09/2022
Legalorian Llc Dba Reborn 4Purpose Austin TX 03/2024 Present
  • 05/2015 → 06/2017
    San Diego, CA
  • 06/2017 → 12/2020
    Legacy One Financial Advisors
    Austin, TX
  • 11/2020 → Present
    Austin, TX
  • 07/2020 → Present
    Legalorian Llc
    Austin, TX
  • 06/2017 → Present
    Raymond Michael Massey, Sole Proprietor
    Austin, TX
  • 09/2016 → Present
    Mike Massey Law Pllc
    Austin, TX
  • 04/2014 → 09/2022
    Income & Wealth Advisors Llc
    Austin, TX
  • 09/2021 → 09/2022
    Alberto Velazquez Law, Pllc
    San Antonio, TX
  • 08/2022 → Present
    Legalorian Llc Dba The Portfolio Protection Store
    Austin, TX
  • 11/2020 → Present
    Legalorian Llc Dba Lawyer2X
    Austin, TX
  • 03/2015 → 09/2022
    Mike Massey Llc
    Austin, TX
  • 03/2024 → Present
    Legalorian Llc Dba Reborn 4Purpose
    Austin, TX
Previous Registrations
Other Businesses

1. MIKE MASSEY LAW; ATTORNEY AND OWNER; AUSTIN, TX 78759; NOT INVESTMENT RELATED; 40-50 HOURS/MONTH SPENT DOING MOSTLY ESTATEPLANNING; Started 09/2016. 2. Raymond Michael Massey, Sole Proprietor; Austin, TX; Investment Related; Insurance Agent; Fixed Insurance Sales; SPENDS1-2 HOURS/MONTH SELLING INSURANCE PRODUCTS; Started 06/2017. 3. Legalorian LLC; Austin, TX; Not Investment Related; Managing Director; no hours are spent on this activity; started 07/2020. 4. Legalorian LLC dba The Portfolio Protection Store; Austin, TX; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 08/2022; Approx 12 hours per month spent; Approx 2 hours spent during trading hours. 5. Legalorian LLC dba Lawyer2X; Not Investment Related; Austin, TX; Managing Director; Coach attorneys on growing their law firms; Started 11/2020; No time spent. 6. Legalorian LLC dba Reborn 4Purpose; Not Investment Related, Austin, TX; Managing Director; 03/2024; 12/ HRS MO; 8/ HRS MO; Facilitate Christian Growth through podcasts, events, and coaching.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-02
S63 Uniform Securities Agent State Law Examination 2007-01-19
  • S66 Uniform Combined State Law Examination
    2012-06-02
  • S63 Uniform Securities Agent State Law Examination
    2007-01-19
Other Names
  • Mike Massey

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