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Brianna Nicole Armstrong

Realized Financial, Inc.

Austin, TX

Austin, TX

Lubbock, TX

CRD 7570195

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Employer firm

Realized Financial, Inc. CRD 22333

15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars
  • PORTFOLIO MANAGEMENT FOR OTHER RIA AND BD

From the firm’s Form ADV. Read the guides:

Current Employers
Realized Financial, Inc.

500 W. 13Th Street, Austin, TX 78701 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-23
  • TX RA
    APPROVED
    Since 2024-07-23

Branch Locations

500 W. 13Th Street, Austin, TX 78701 • United States

500 W. 13Th Street, Austin, TX 78701 • UNITED STATES

Lubbock, TX • 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
Realized Financial Austin TX 05/2022 02/2023
Realized Financial Austin TX 02/2023 Present
By Egreis (Smu Companies) Kansas City MO 03/2021 04/2022
By Egreis (Smu Companies) Kansas City MO 12/2020 03/2021
Jose Pepper's Restaurant Overland Park KS 05/2020 05/2022
Canyon Grille Austin TX 06/2016 06/2019
Unemployed N/A TX 06/2019 12/2020
  • 05/2022 → 02/2023
    Realized Financial
    Austin, TX
  • 02/2023 → Present
    Realized Financial
    Austin, TX
  • 03/2021 → 04/2022
    By Egreis (Smu Companies)
    Kansas City, MO
  • 12/2020 → 03/2021
    By Egreis (Smu Companies)
    Kansas City, MO
  • 05/2020 → 05/2022
    Jose Pepper's Restaurant
    Overland Park, KS
  • 06/2016 → 06/2019
    Canyon Grille
    Austin, TX
  • 06/2019 → 12/2020
    Unemployed
    N/A, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-29
  • S66 Uniform Combined State Law Examination
    2024-04-29
Other Names
  • Brianna Nicole Mena
  • Brianna Nicole Gieselman

View on SEC IAPD

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