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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
6075 Poplar Avenue, Suite 803, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2007 | 09/2025 |
| Reid Financial | Memphis | TN | 06/2007 | Present |
| Pks Advisory Services, Llc | Albany | NY | 04/2010 | 09/2025 |
| Founders Financial Securities Llc | Towson | MD | 09/2025 | Present |
1) DBA REID FINANCIAL; INVESTMENT RELATED; 6075 POPLAR AVENUE, SUITE 803, MEMPHIS, TN 38119; RIA/INVESMENT ADVISOR REPRESENTATIVE. 2) SCOTT REID INSURANCE SALES; NON-INVESTMENT RELATED; SEE REGISTERED BRANCH LOCATION; TRADITIONAL LIFE, DISABILITY INCOME, LTC, HEALTH AND ANNUITY SALES; SOLE PROPRIETOR; START DATE: 01/2000; APPROX 10 HRS/MO; CONDUCT DISCOVERY MEETINGS, DETERMINE SUITABILITY, AND RECCOMNDATIONS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-06 |
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