Michael Gilbert Reese

Current Employers

Employment History

• 01/1987 → 07/2018
  Reese Yeatman & Assoc
  Bethesda, MD
• 11/2012 → 08/2018
  Centaurus Financial Inc.
  Anaheim, CA
• 08/2018 → 06/2024
  Securities America, Inc
  Bethesda, MD
• 07/2019 → 06/2024
  Securities America Advisors, Inc.
  Bethesda, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bethesda, MD

Previous Registrations

• 2019-07-19 → 2024-06-14
  Securities America Advisors, Inc.
  Bethesda, MD

Other Businesses

1. DBA: ReeseYeatman Financial 2. ENSURISE/REESE YEATMAN INSURANCE POSITION: sales and service NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2019 ADDRESS: 4704 Highland Ave, Bethesda MD 20814 DESCRIPTION: this is a merger of my previously disclosed OBA Reese Yeatman and Ensurise 3. ONEDIGITAL POSITION: sales and service NATURE: life and health insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/15/2018 ADDRESS: 11710 Plaza America Dr, Reston VA 20190 DESCRIPTION: sell and service employee benefits 4. REESEYEATMAN BENEFITS LLC POSITION: owner/producer NATURE: insurance and employee benefits INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 20 START DATE: 09/15/2019 ADDRESS: 4704 Highland Ave, Bethesda MD 20814, United States DESCRIPTION: sell and service employee benefit programs

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-16
• S63 Uniform Securities Agent State Law Examination
  2001-12-11

Other Names

• Mike Reese