Anna Maria Popke

Current Employers

Majestic Oak Financial, Llc

Round Rock, TX • United States

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2025-01-27
CA	RA	APPROVED	2025-01-27
NY	RA	APPROVED	2021-11-19
TX	RA	APPROVED	2016-07-29

AR RA
APPROVED

Since 2025-01-27
CA RA
APPROVED

Since 2025-01-27
NY RA
APPROVED

Since 2021-11-19
TX RA
APPROVED

Since 2016-07-29

Branch Locations

Round Rock, TX • 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

Organization	City	State	From	To
Majestic Oak Financial, Llc	Round Rock	TX	11/2004	Present

11/2004 → Present

Majestic Oak Financial, Llc

Round Rock, TX

Previous Registrations

2001-06-11 → 2004-11-30

Premier Financial Planning

Escondido, CA

Other Businesses

PARTNER IN NON-INVESTMENT RELATED PRIVATELY-OWNED LLCS AS FOLLOWS: (1) BAMA PROPERTIES, LLC - 300 UNION ST., NEW BEDFORD, MA. RESIDENTIAL REAL ESTATE RENTALS, PARTNER SINCE ESTABLISHED IN 1996, DUTIES INCLUDE BOOKKEEPING, APPROXIMATELY 5 HRS/MONTH, ALL OUTSIDE TRADING HOURS. (2) BANY PROPERTIES, LLC & TODI LAND DEVELOPMENT CORP - 4411 Pasada Ln, Round Rock, TX. COMMERCIAL REAL ESTATE RENTALS, PARTNER IN BAMA SINCE CREATION, TODI SINCE GIFTING IN 2007. MINIMAL DUTIES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-12-21

S65 Uniform Investment Adviser Law Examination

2000-12-21

Designations

Other Names

Anna Maria Pisapia
Anna Popke

View on SEC IAPD