Curtis Brandon Reese

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-02-23
TX	RA	APPROVED	2024-02-23

Branch Locations

160 S E St, Exeter, CA 93221 • United States

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

Organization	City	State	From	To
Mmwkm Advisors, Llc	Plano	TX	09/2013	11/2020
Krilogy Financial, Llc	St. Louis	MO	12/2020	06/2021
Exencial Wealth Advisors, Llc	Oklahoma City	OK	07/2021	04/2022
Fisher Investments	Plano	TX	07/2022	08/2022
Corecap Advisors, Llc	Southfield	MI	08/2022	05/2023
Tbs Retirement Planning	Hurst	TX	08/2022	05/2023
Cx Institutional, Llc	Plano	TX	05/2023	11/2023
Ameritas Investment Company, Llc	Lincoln	NE	02/2024	Present
Harvest Wealth Group	Exeter	CA	01/2024	Present
Ameritas Advisory Services, Llc	Lincoln	NE	02/2024	Present

2023-06-02 → 2023-11-09

Cx Institutional, Llc

Plano, TX

Auburn, IN
2022-08-24 → 2023-05-15

Corecap Advisors

Hurst, TX

Southfield, MI
2022-07-11 → 2022-08-09

Fisher Investments

Plano, TX

Plano, TX
2021-07-09 → 2022-03-16

Exencial Wealth Advisors

Oklahoma City, OK

Dallas, TX
2020-12-08 → 2021-06-30

Krilogy

St. Louis, MO

Denton, TX
2013-09-12 → 2020-11-23

Retirement Planners Of America

Plano, TX

Fort Worth, TX
2010-06-23 → 2011-09-20

Td Ameritrade, Inc.

Westlake, TX

Fort Worth, TX
2010-06-23 → 2011-09-20

Td Ameritrade Investment Management, Llc

Fort Worth, TX
2010-03-25 → 2010-06-08

Chase Investment Services Corp.

Roanoke, TX
2009-11-13 → 2010-02-18

Strategic Advisers Llc

Westlake, TX

HARVEST WEALTH GROUP; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; EMPLOYEE/FINANCIAL ADVISOR; START DATE=01/2024; HRS/MO=160; TRADING HRS/MO=140

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-04-23
S66	Uniform Combined State Law Examination	2009-11-11