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Current Employers
First Financial Coaching, Inc.

144 South Main St., Mt. Clemens, MI 48043 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-04-01
  • TX RA
    APPROVED
    Since 2010-04-01

Branch Locations

144 South Main St., Mt. Clemens, MI 48043 • United States

1251 North Stuart Place Road, Harlingen, TX 78550 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc Norcross GA 02/2010 12/2017
First Financial Coaching, Inc. Mt. Clemens MI 09/2009 Present
Previous Registrations
  • 2007-11-29 → 2010-03-01
    Osaic Fs, Inc.
    Harlingen, TX
Other Businesses

1-DAY FINANCIAL GROUP; NON-INVESTMENT RELATED; 1251 NORTH STUART PLACE ROAD, HARLINGEN, TX 78552; APPOINTED WITH MULTIPLE CARRIERS FOR LIFE, GROUP AND ANNUITIES; SALES; 1976; 110 HRS/MONTH; 6 HRS/DAY; COMPENSATION-BASED ON SALES; SALES 2-MUNICIPAL UTILITY DISTRICT #1; NON-INVESTMENT RELATED; 2335 HUDSON BLVD., BROWNSVILLE TX 78521; SETS POLICY FOR THE MUD DISTRICT; PRESIDENT; 1998; 1 HR/MONTH; NONE/DAY; COMPENSATION-PER MEETING; WE VOTE ON ISSUES PERTAINING TO THE MUD DISTRICT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-24
S63 Uniform Securities Agent State Law Examination 1996-04-24
  • S65 Uniform Investment Adviser Law Examination
    2007-05-24
  • S63 Uniform Securities Agent State Law Examination
    1996-04-24
Other Names
  • William Wesley Reed
  • William Wesley Reed
  • Wesley Reed

View on SEC IAPD

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