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Realized Financial, Inc. CRD 22333
15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 W. 13Th Street, Austin, TX 78701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-13 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Realized Financial, Inc. | Austin | TX | 03/2016 | 01/2024 |
| Strategy Basecamp | Houston | TX | 04/2014 | 08/2018 |
| Frost Brokerage Services, Inc. | Austin | TX | 04/2024 | Present |
| Frost Investment Services | Austin | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-24 |
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