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Terrell, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
5900 Balcones Drive # 20909, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Alexandria | VA | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 10/2021 |
| Asset Achievers, Llc | Austin | TX | 07/2022 | Present |
| Unemployed | Washington | DC | 10/2021 | 07/2022 |
NAME: Reducify LLC. INVESTMENT-RELATED: No. ADDRESS: 904 Wood Street, Terrell, TX 75160. NATURE: Personal Finance Education. POSITION: Co-Owner and Co-Founder. START DATE: January, 2022. APPROXIMATE HOURS/MONTH: 24. APPROXIMATE HOURS/MONTH DURING SECURITIES TRADING HOURS: 2. DUTIES: Assist with management of organization; provide educational and informational content and assistance to borrowers regarding acceleration of repayment of student loans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-28 |
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