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Anthony Steven Rizzo

Provision Asset, LLC

Keller, TX

Fort Worth, TX

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Current Employers
Provision Asset, Llc

Little Elm, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-05-05
  • TX RA
    APPROVED
    Since 2016-05-05

Branch Locations

9500 Ray White Road Suite 200, Keller, TX 76244 • United States

4500 Mercantile Plaza Drive Suite 300, Fort Worth, TX 76137 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Texas Health Resources Fort Worth TX 10/2014 02/2017
Provision Asset, Llc Fort Worth TX 04/2016 Present
Anthony S. Rizzo, Sole Proprietor Little Elm TX 09/2014 Present
Baylor Medical Center Irving TX 10/2016 04/2018
Council Of Financial Educators St. Petersburg FL 02/2019 Present
Provision Retirement, Llc Savannah TX 01/2025 Present
  • 10/2014 → 02/2017
    Texas Health Resources
    Fort Worth, TX
  • 04/2016 → Present
    Fort Worth, TX
  • 09/2014 → Present
    Anthony S. Rizzo, Sole Proprietor
    Little Elm, TX
  • 10/2016 → 04/2018
    Baylor Medical Center
    Irving, TX
  • 02/2019 → Present
    Council Of Financial Educators
    St. Petersburg, FL
  • 01/2025 → Present
    Provision Retirement, Llc
    Savannah, TX
Previous Registrations
Other Businesses

Business Name:Anthony S. Rizzo, sole proprietor Is the Business investment-related: Yes Address: 2133 Gregory Creek Drive, Little Elm, TX 75068 Nature of the other business: Insurance Your position, title, or relationship: Insurance Agent Start date of your relationship:09/2014 Approximate percentage of time and income related to the business: 70% Number of hours spent on this activity per month: 80/month Number of hours spent on this activity during securities trading: 80/trading hours Duties: Insurance sales and service Full Legal Business Name - Council of Financial Educators Is the Business investment-related? (yes/no) - Education Related on Retirement Topics Address COFE - Council of Financial Educators 970 Lake Carillon Drive, Suite 300 St. Petersburg, FL What is the nature of the other business? Education Your position, title, or relationship. Instructor Start date of your relationship (mm/year) 2/2019 Approximate hours a month spent on the other business 1.5 Approximate hours during trading spent on the other business Average of 1/2 hour per month Briefly describe your duties relating to the other business. Seminar Instructor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-16
  • S65 Uniform Investment Adviser Law Examination
    2014-09-16
Other Names
  • Tony Rizzo

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