Vickie Linn Petix-Reichert

Current Employers

Employment History

• 02/2012 → Present
  Petix & Botte Tax And Business Services
  La Mesa, CA
• 11/1999 → Present
  Lpl Financial, Llc
  La Mesa, CA
• 05/2014 → Present
  Petix & Botte Financial
  La Mesa, CA
• 11/2007 → Present
  Tax & Financial Services Co. Inc.
  La Mesa, CA

Previous Registrations

• 2014-05-05 → 2023-12-31
  Petix & Botte Financial
  La Mesa, CA

Other Businesses

(1) 08/09/2002: VICKIE PETIX, INC. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - S-CORP. FOR TAX PURPOSES (2) 11/22/2006: Reed Family Investments, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - 1% TIME SPENT - Managing member of family LLC. Co-manage investment in family owned real estate business. (3) 11/04/2009: Petix & Botte Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (4) 06/02/2011: No Business Name - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 1% Time Spent - independent insurnace agent, not attached to Vickie Petix Tax & Financial Svcs as a DBA. (5) 02/08/2012:Petix & Botte Tax and Business Services - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - 40% Time Spent - DBA to separate our tax and business services from our LPL Financial services (6) 06/17/2014: Petix & Botte Financial - Registered Investment Advisor - DBA: (Hybrid) Petix & Botte Financial - Investment Related - At Reported Business Location(s) - 75% Time Spent - Investment Advisor Representative. Activities may include financial planning, rendering investment advice for a fee, retirement plan consulting, or other related financial consulting. (7) 02/10/2016: Tax & Financial Services Co. Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - 7777 Alvarado Rd., Ste. 320, La Mesa, CA 91942 - Start 11/28/2007 - 40 Hr/Mo; 40 Hour(s) During Securities Trading - Owner (8) 09/19/2016: Hunters Run LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 2529 Castellon Terrace, El Cajon, CA 92019 - Start 07/01/2009 - No Time Spent - Member of family LLC called Hunters Run LLC. Also member of another family LLC called Reed Family Investments LLC. Reed Family Investments LLC owns approximately 21% of Hunters Run LLC. (9) 11/11/2016: Petix & Botte Company - DBA: Petix & Botte Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/05/2014 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Petix & Botte Company, an independent investment advisor firm. I started this business activity in May 2014. I expect to spend approximately 120 hours per month] on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-07-06

Designations

Other Names

• Vickie Linn Petix