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9414 Anderson Mill Road Suite 100, Austin, TX 78729 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-02 |
Branch Locations
710 South Austin Avenue Suite 200, Georgetown, TX 78626 • United States
9414 Anderson Mill Road Suite 100, Austin, TX 78729 • United States
5508 Highway 290 West, Suite 207, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reap Financial Group, Llc | Austin | TX | 01/2013 | 04/2018 |
| Reap Financial Group, Llc | Austin | TX | 10/2015 | Present |
| Reap Insurance Group, Llc | Austin | TX | 04/2018 | Present |
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. ______________________________________________________________________________________________________________________________________________________________________________________________________________________ Marigold Incorporated Cell, Inc.: 9414 Anderson Mill Rd. Ste 100, Austin, TX, 78729. Not investment related. The purpose for which the Corporation is formed is to operate as an Incorporated Cell of a protected cell captive insurance company under the North Carolina Captive Insurance Act (the "Act"), to engage in the business of insurance, including all lines of insurance permitted under the Act, to provide reinsurance and to engage in any other lawful business under the laws of the state of North Carolina. Position - Director. Start date: 12-21-2023. Two hours per month devoted to the other business activity. One hour per month spent during normal securities trading hours. Duties: Offering insurance products to clients and overseeing their insurance needs. ______________________________________________________________________________________________________________________________________________________________________________________________________________________ Reap Solara Ventures, LLC. 9414 Anderson Mill Rd. Ste 100, Austin, TX 78729. Not investment related. Position - Member. Start Date - December 6th 2024. Nine hours per month devoted to the other business activity. 1 hour per month devoted during normal securities trading hours. Duties - Education and researching solar energy and other renewable energy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-28 |
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