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9414 Anderson Mill Road Suite 100, Austin, TX 78729 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-09 |
Branch Locations
710 South Austin Avenue Suite 200, Georgetown, TX 78626 • United States
9414 Anderson Mill Road Suite 100, Austin, TX 78729 • United States
5508 Highway 290 West, Suite 207, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Allied Wealth Management | Houston | TX | 06/2003 | 09/2017 |
| Reap Group, Llc | Austin | TX | 02/2018 | Present |
| Reap Financial Group, Llc | Austin | TX | 08/2016 | 02/2018 |
1.the name of the other business, Reap Insurance Group, LLC 2.whether the business is investment-related, no 3.the address of the other business, 9414 Anderson Mill Rd. Ste 100, Austin, TX 78729 4.the nature of the other business, Life insurance sales 5.your position, title, or relationship with the other business, Insurance agent 6.the start date of your relationship, April 2018 7.the approximate number of hours/month you devote to the other business, 40 hours 8.the number of hours you devote to the other business during securities trading hours, 40 hours/month 9.briefly describe your duties relating to the other business. Sell fixed annuities and life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-22 |
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