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913 N Academy Ave, New Braunfels, TX 78130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Agents Advisory Group Llc Dba First Fidelity Tax & Insurance | New Braunfels | TX | 07/2000 | Present |
| First Fidelity Legacy Planning, Llc | New Braunfels | TX | 05/2026 | Present |
| First Fidelity Bookkeeping, Llc | New Braunfels | TX | 05/2026 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 03/2025 | 05/2026 |
| First Fidelity Wealth Management Llc | New Braunfels | TX | 01/2025 | Present |
1. Agents Advisory Group LLC dba First Fidelity Tax & Insurance; Yes, Investment Related; 913 N Academy, New Braunfels, TX 78130; Insurance Sales; Position: Agent; Start Date 07/2000; Approx. 40 hours a month; Approx. 0 hours during trading; Insurance Sales and Services. 2. Estate planning document services, Address: 913 N Academy, New Braunfels, TX 78130, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 12/2025, Approx hours per month: 40, Hours during trading: 40. 3. Coast and Bay Rentals LLC; Not Investment-related; 913 N Academy, New Braunfels, TX 78130; Started: approx Jan 2023; Rental tiny homes and boat storage facilities; Owner; Approx 20-30 hours a month; 0 hours during security trading hours; Manage and market for our boat storages and tiny homes, update and change adds from time to time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
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