Michael Dwayne Reese

Current Employers

Employment History

• 06/2026 → Present
  Osaic Wealth Inc
  Conroe, TX
• 06/2018 → 11/2022
  Edward Jones
  St Louis, MO
• 02/2018 → 06/2018
  Unemployed
  Conroe, TX
• 06/2014 → 02/2018
  Bishop Lifting Products, Inc.
  Houston, TX
• 11/2022 → 06/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Conroe, TX
• 01/2023 → 06/2026
  Bank Of America, N.A.
  Conroe, TX

Previous Registrations

• 2022-11-04 → 2026-06-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Conroe, TX
• 2018-08-20 → 2022-11-08
  Edward Jones
  Conroe, TX
  St Louis, MO
  Conroe, TX
  Conroe, TX
  Montgomery, TX

Other Businesses

1. APRIL SOUND COUNTRY CLUB POSITION: Board member NATURE: I am board member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 1000 April Sound Blvd, Montgomery TX 77356, United States DESCRIPTION: Community country club responsibilities include meeting monthly to discuss issues and share feedback from membership and discuss projects and spending 2. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2026 ADDRESS: 3522 Paesanos Parkway, suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC - FIXED INSURANCE POSITION: Agent NATURE: Insurance Agency LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/05/2026 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 4. ACTING AS POA FOR FAMILY MEMBER POSITION: POA NATURE: acting as POA for family member (mother) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2026 ADDRESS: 14547 Lake Business Dr Suite 304, Conroe TX 77304, United States DESCRIPTION: investment choices and fund movement

Exams

• S66 Uniform Combined State Law Examination
  2018-08-17

Other Names

• Mike D Reese