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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-06 |
| NC | RA | APPROVED | 2022-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Amherst | NY | 09/2013 | 02/2018 |
| Princor Financial Services Corporation | Amherst | NY | 10/2013 | 02/2018 |
| Kestra Investment Services, Llc | Charlotte | NC | 02/2018 | 01/2022 |
| Kestra Advisory Services, Llc | Charlotte | NC | 02/2018 | 01/2022 |
| Archer Investment Management | Austin | TX | 01/2022 | Present |
Rassam Speaking and Strategy, LLC; not investment-related; home-based; receives the income payments from Investopedia (where she is paid to write articles) and Holistiplan and wealth.com (where she hosts educational webinars for financial advisors); managing member; Investopedia - 2 hrs/yr and Holistiplan and wealth.com - 20 hrs/yr.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-17 |
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