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200 W. Hwy 6, Suite 611, Waco, TX 76712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beene Wealth Management | Waco | TX | 08/2015 | 09/2016 |
| Disciplined Investors, L.L.C. | Waco | TX | 09/2016 | 09/2019 |
| Amy Fields Rental Properties | Waco | TX | 10/2003 | Present |
| Investments Plus Llc | Woodway | TX | 09/2019 | Present |
Rental Property Owner (not investment-related re securities) - 17005 Star Canyon Dr Woodway, Texas - Rent Houses - Owner/Manager - 10/2002 - present - 5 to 10 hours/month on average - 0 hours are necessary during the trading day - I receive/ deposit rents, pay invoices/loans, receive maintenance calls, and pass calls onto my vendors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-29 |
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