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Rachel Marie Reinke

Oath Planning, LLC

Round Rock, TX

Tulsa, OK

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Current Employers
Oath Planning, Llc

1214 East 33Rd Street, Tulsa, OK 74105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-03
  • TX RA
    APPROVED
    Since 2021-12-03

Branch Locations

1 Chisholm Trail Road Suite 450, Round Rock, TX 78681 • United States

1214 East 33Rd Street, Tulsa, OK 74105 • 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
Oath Law, By Rty, Law Round Rock TX 08/2021 Present
Unitypoint Health West Des Moines IA 01/2020 08/2021
Student Ames IA 11/2011 06/2018
Best Buy Ankeny IA 09/2014 09/2016
Kpmg Des Moines IA 09/2017 12/2017
Ableup Ames IA 09/2016 08/2018
Student Des Moines IA 08/2018 05/2021
Iowa Legal Aid Des Moines IA 07/2019 12/2019
Oath Planning, Llc Tulsa OK 08/2021 Present
  • 08/2021 → Present
    Oath Law, By Rty, Law
    Round Rock, TX
  • 01/2020 → 08/2021
    Unitypoint Health
    West Des Moines, IA
  • 11/2011 → 06/2018
    Student
    Ames, IA
  • 09/2014 → 09/2016
    Best Buy
    Ankeny, IA
  • 09/2017 → 12/2017
    Kpmg
    Des Moines, IA
  • 09/2016 → 08/2018
    Ableup
    Ames, IA
  • 08/2018 → 05/2021
    Student
    Des Moines, IA
  • 07/2019 → 12/2019
    Iowa Legal Aid
    Des Moines, IA
  • 08/2021 → Present
    Tulsa, OK
Other Businesses

OATH LAW, NON-INVESTMENT RELATED, 1 CHISHOLM TRAIL ROAD, SUITE 450, ROUND ROCK, TX, LAW FIRM, ATTORNEY, SINCE AUGUST 2021, DEVOTES APPROXIMATELY 65 HOURS PER MONTH MOST OF WHICH ARE DURING SECURITIES TRADING HOURS. DUTIES INCLUDE WORKING WITH CLIENTS ON ESTATE PLANNING, TRUSTS AND WILLS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-28
  • S65 Uniform Investment Adviser Law Examination
    2021-10-28

View on SEC IAPD

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