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Sabrina Lauren Moore

Disciplined Investors, L.L.C.

Waco, TX

CRD 6557632

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Employer firm

Disciplined Investors, L.l.c. CRD 114614

$942M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Disciplined Investors, L.L.C.

100 North 6Th Street Suite 500, Waco, TX 76701 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-09-28
  • TX RA
    APPROVED
    Since 2015-09-28

Branch Locations

100 North 6Th Street Suite 500, Waco, TX 76701 • 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
Disciplined Investors, Llc Waco TX 06/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-01
  • S65 Uniform Investment Adviser Law Examination
    2015-09-01

View on SEC IAPD

Nearby Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACADEMY CAPITAL MANAGEMENT

Nearby Investors

ROBERT LEE CLUCK
NITA LYON TUCKER
Kristen Renee Chamblee

Nearby Offices

THE ASPEN EQUITY GROUP · WACO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX

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