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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-10 |
Branch Locations
San Antonio, TX • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chris Reddick Financial Planning, Llc | San Antonio | TX | 05/2019 | Present |
| The University Of Texas At San Antonio | San Antonio | TX | 09/2001 | Present |
| Orgin Financial Planning | San Francisco | CA | 06/2021 | 06/2024 |
| H&R Block, Inc | Kansas City | MO | 01/2023 | 04/2023 |
| Turbotax Live (Intuit, Inc.) | San Antonio | TX | 01/2024 | Present |
| Nectarine | San Antonio | TX | 04/2024 | Present |
| Smartpath Advisors, Llc | Atlanta | GA | 06/2024 | 12/2025 |
| Smartpath, Inc. | Atlanta | GA | 07/2024 | 12/2025 |
1. Chris Reddick Financial Planning, LLC, Investment Related, San Antonio, TX, Financial Planner, Hours 48 per month; Start date 07/2019; Principal and CCO 2. Nectarine Financial, Inc, Investment Related, San Antonio, Financial Advisor,10 Hours per month; Start date 04/2024 3. UTSA, Not Investment Related San, Antonio, Professor, 140 hours per month; Start date 09/2001 4. Intuit, Inc, Not Investment Related, San Antonio, Credentialed Tax Expert, 80 hours during tax season only 4 months; Start date 01/2024
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