Ronald Eugene Harrison

Current Employers

Planb Tax & Wealth Advisors Llc

Richardson, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-08-02

TX RA
APPROVED

Since 2019-08-02

Branch Locations

Richardson, TX • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ron E Harrison Cpa	Rowlett	TX	10/1994	Present
Fox Wealth Advisors	Carrollton	TX	08/2015	01/2019
Planb Tax & Wealth Advisors Llc	Dallas	TX	04/2019	Present

10/1994 → Present

Ron E Harrison Cpa

Rowlett, TX
08/2015 → 01/2019

Fox Wealth Advisors

Carrollton, TX
04/2019 → Present

Planb Tax & Wealth Advisors Llc

Dallas, TX

Previous Registrations

2015-08-10 → 2019-01-09

Fox Wealth Advisors Llc

Carrollton, TX
2014-08-01 → 2015-08-10

Archer Investment Corporation

Carmel, IN

Other Businesses

RON E HARRISON CPA~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~10/1994~160HRS~130HRS~ACCOUNTING AND TAX PREP INSURANCE-SALE OF EQUITY INDEX ANNUITIES, LIFE INSURANCE PRODUCTS, HEALTH INSURANCE, GROUP INSURANCE PRODUCTS INSURANCE COMPANIES: ALLIANZ INSURANCE COMPANY/AMERICAN GENERAL LIFE INSURANCE COMPANY/BAUER LIFE INSURANCE COMPANY/FORETHOUGHT LIFE INSURANCE COMPANY/GREAT AMERICAN LIFE INSURANCE COMPANY/LIFE INSURANCE COMPANY OF THE SOUTHWEST/UNITED AMERICAN INSURANCE COMPANY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-28
S63	Uniform Securities Agent State Law Examination	2008-02-11

S65 Uniform Investment Adviser Law Examination

2014-07-28
S63 Uniform Securities Agent State Law Examination

2008-02-11

Other Names

Ron Eugene Harrison

View on SEC IAPD