Best Investors Account Sign in
Current Employers
Quartz Partners Investment Management

85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-14
  • TX RA
    APPROVED
    Since 2026-01-14

Branch Locations

300 E. Davis St Ste 145, Mckinney, TX 75069 • United States

85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Dallas TX 03/2015 09/2022
New York Life Insurance Co Dallas TX 06/2014 09/2022
Audible Financial Group Dallas TX 10/2021 Present
Mml Investors Services, Llc Mckinney TX 09/2022 12/2025
Massmutual Life Insurance Co Mckinney TX 06/2018 12/2025
Etico Saratoga Springs NY 01/2026 Present
Quartz Partners Saratoga Springs NY 01/2026 Present
  • 03/2015 → 09/2022
    Nylife Securities
    Dallas, TX
  • 06/2014 → 09/2022
    New York Life Insurance Co
    Dallas, TX
  • 10/2021 → Present
    Audible Financial Group
    Dallas, TX
  • 09/2022 → 12/2025
    Mckinney, TX
  • 06/2018 → 12/2025
    Massmutual Life Insurance Co
    Mckinney, TX
  • 01/2026 → Present
    Etico
    Saratoga Springs, NY
  • 01/2026 → Present
    Quartz Partners
    Saratoga Springs, NY
Previous Registrations
Other Businesses

(1) NAME: AUDIBLE FINANCIAL GROUP LLC INV REL: Y ADD: RESIDENTIAL NATURE: OUTSIDE INSURANCE SALES: LIFE, DISABILITY, EQUITY FIXED LIFE, LONG-TERM CARE, FIXED ANNUITIES, HEALTH POSITION: CO-FOUNDER AND MANAGING PARTNER START DATE: 09/01/2022 No. HR/MO: 4. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: PROVIDE FIXED LIFE, ANNUITY, DISABILITY, LONG TERM CARE SOLUTIONS. (2) NAME: AUDIBLE FINANCIAL GROUP, LLC INV REL: Y ADD: RESIDENTIAL NATURE: OTHER - DBA POSITION: CO-FOUNDER AND MANAGING PARTNER START DATE: 09/02/2022 No. HR/MO: 40. No. HR/MO DURING SEC TRADING: 40. DESCRIBE DUTIES: INSURANCE AND FINANCIAL SERVICES (3) NAME: AUDIBLE CONSULTING LLC INV REL: Y ADD: 300 E DAVIS ST., STE 158 MCKINNEY TX 75069 NATURE: COACHING AND MENTORING INSURANCE AGENTS, FINANCIAL LITERACY WORKSHOPS POSITION: CO-FOUNDER AND MANAGING MEMBER START DATE: 01/01/2023 No. HR/MO: 4. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: WORK WITH OTHER INSURANCE AGENTS HELPING THEM BE MORE SUCCESSFUL WITH LIFE INSURANCE SALES AND CONCEPTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-23
S63 Uniform Securities Agent State Law Examination 2015-09-08
  • S65 Uniform Investment Adviser Law Examination
    2023-02-23
  • S63 Uniform Securities Agent State Law Examination
    2015-09-08
Other Names
  • Eric M Reed

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mckinney, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor