Mariah Felis Holmes

Employer firm

Reap Financial Group, LLC CRD 144560

$648M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 02/2018
  Nylife Securities Llc
  Austin, TX
• 05/2015 → 02/2018
  New York Life Insurance Co
  Austin, TX
• 02/2018 → Present
  Reap Financial Group, Llc
  Austin, TX

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-08
• S63 Uniform Securities Agent State Law Examination
  2016-08-03