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61 Antonio Lopez Suite 203, Humacao, PR 00791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-04 |
| MO | RA | APPROVED | 2020-02-21 |
| KS | RA | APPROVED | 2020-02-20 |
| PR | RA | APPROVED | 2020-02-19 |
Branch Locations
318-328 Cll José Celso Barbosa, Moca, PR 00901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Americasretirementplan.cOm | Overland Park | KS | 10/2016 | 07/2018 |
| Reed Financial Group, Inc | Overland Park | KS | 08/2006 | Present |
| Atlanticmidwest Investment Research, Llc | Humacao | PR | 11/2019 | Present |
| Reed Financial Group, Inc. Dba Strategic Wealth Initiative | Overland Park | KS | 07/2019 | Present |
| Archimedes Worldwide, Llc | Humacao | PR | 07/2019 | Present |
| Rg Dynamic Markets, Inc. | Overland Park | KS | 06/2016 | Present |
Reed Financial Group, Inc.; Investment related; Providing financial planning services and insurance; Overland Park, Kansas; Approximately 40% of time spent on this business; Investment Advisor Representative/Insurance Agent; 08/2006-Present Reed Financial Group, Inc. DBA Strategic Wealth Initiative; Investment related; Providing marketing services and business consulting to other financial advisors to help grow their practice; Overland Park, Kansas; Less than 5% of time spent on this business; Managing Member; 07/2019 - Present Archimedes Worldwide, LLC dba DocVinoDineros Best of Wine & Travel Club; Not investment related; A wine and travel club; Overland Park, Kansas; Less than 10% of time spent on this business; Owner; 07/2019 to Present RG Dynamic Markets, Inc. DBA NvestBates; Not investment related; Shopping from stores and earning cash back, then referring others to do the same; Overland Park, Kansas; Less than 5% of time spent on this business; Owner; 06/2016 to Present
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-28 |
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