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Penny Earned Financial CRD 330919
8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Fort Belvoir, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-13 |
| TX | RA | APPROVED | 2024-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dedrick Curtis, Llc Dba Penny Earned Financial | San Antonio | TX | 12/2023 | Present |
| Zeiders Enterprises, Inc. | San Antonio | TX | 08/2017 | Present |
| Inverness Technologies | San Antonio | TX | 04/2016 | 08/2017 |
Dedrick Curtis is currently employed as a full-time Project Manager at Zeiders Enterprises, Inc. located in San Antonio TX. This may create a potential conflict of interest in that Dedrick Curtis may dedicate the majority of his time during trading hours to this activity. This conflict is mitigated as PEF does not offer investment management services and does not need to be available to trade client accounts during trading hours. This activity is non-investment related.
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