Sean M. Duncan

Employer firm

Helping Hand Ria, LLC CRD 309802

Reported services (Item 5G)

• SOLICITOR FOR OTHER RIAS

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

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

Current Employers

Employment History

• 05/2006 → Present
  Smd Consulting & Accounting, Llc
  Plano, TX
• 07/2020 → Present
  Helping Hand Ria, Llc (F/K/A The Good Life Ria, Llc)
  Plano, TX

Other Businesses

[SMD CONSULTING & ACCOUNTING, LLC; 5550 Granite Parkway #170 Plano, TX 75024; INVESTMENT RELATED; OWNER, PRESIDENT; PROVIDES CONSULTING AND ACCOUNTING SERVICES TO INDIVIDUALS AND SMALL BUSINESSES; START DATE 05/2006; 140 HOURS PER MONTH; 140 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [X-MAN INVESTMENTS, LLC; 9555 LEBANON ROAD, SUITE 104, FRISCO, TEXAS 75035; NOT INVESTMENT RELATED; OWNER; MANAGEMENT COMPANY; START DATE 09/2010; 4 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PROJECTS; INVESTMENT RELATED; COMPENSATION COMMISSIONS; START DATE 2017; 4 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS] [THE PODUNC LEGACY, LLC; 5550 Granite Parkway #170 Plano, TX 75024; INVESTMENT RELATED; PRESIDENT, DIRECTOR; COMMERCIAL REAL ESTATE MANAGEMENT; START DATE 03/2014; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES - MANAGERIAL] [SEPANA PROPERTIES, LLC; 9555 LEBANON ROAD, SUITE 104, FRISCO, TEXAS 75035; INVESTMENT RELATED; MANAGER, DIRECTOR; NONRESIDENTIAL REAL ESTATE MANAGEMENT; START DATE 05/2008; 2 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; DUTIES - MANAGERIAL] [FOX BROOK, LLC; 5550 Granite Parkway #170 Plano, TX 75024; INVESTMENT RELATED; MANAGER, DIRECTOR; PROPERTY MANAGEMENT; START DATE 09/2019; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES - MANAGERIAL] [TEKMED LP; 3904 SAN LUIS CT, ARLINGTON, TEXAS 76015; INVESTMENT RELATED; BENEFICIAL OWNER THROUGH X-MAN INVESTMENTS; MEDICAL COMPANY; START DATE 04/2007; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [DONROS, LLC; 9578 MIRROR FOUNTAIN CIR, FRISCO, TEXAS, 75033; INVESTMENT RELATED; BOARD MEMBER; DEVELOPING AN INDOOR PAR 2 GOLF COURSE; START DATE 09/2019; 1 HOUR EVERY 3 MONTHS; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [CHIEF PROACTIVE ADVISORS, LLC; 5550 GRANITE PARKWAY #170 PLANO, TX 75024; NOT INVESTMENT RELATED; PRESIDENT; SPEAKING AND COACHING ACCOUNTING PROFESSIONALS; START DATE 04/2022; 40 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES - CONTENT CREATION, SPEAKING, MANAGERIAL, MARKETING] [PINE VIEW CABIN, LLC; 5550 GRANITE PARKWAY #170 PLANO, TX 75024; INVESTMENT RELATED; MANAGER; SHORT TERM RENTAL CABIN; START DATE 09/2019; LESS THAN 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS DUTIES - MANAGERIAL] [IIRON PANDA PROPERTIES , LLC; 5550 GRANITE PARKWAY #170 PLANO, TX 75024; INVESTMENT RELATED; MANAGER; SINGLE FAMILY HOME RENTAL HOME IN HOUSTON, TX; START DATE 02/2021; 1 TO 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS DUTIES - MANAGERIAL] [BROKEN BOW FAMILY CABINS, LLC; 5550 GRANITE PARKWAY #170 PLANO, TX 75024; INVESTMENT RELATED; MANAGER; SHORT TERM RENTAL HOME IN HOCHATOWN, OK; START DATE 07/2021; 2 TO 3 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS DUTIES - MANAGERIAL]

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-25