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Katelynn Makenzie Reese

Retirement Financial Group, LLC

Beaumont, TX

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Current Employers
Retirement Financial Group, Llc

1090 Longfellow Dr., Beaumont, TX 77706 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-24

Branch Locations

1090 Longfellow Dr., Beaumont, TX 77706 • 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
Retirement Financial Group, Llc Beaumont TX 05/2022 Present
Not Employed Beaumont TX 03/2019 05/2022
Us Army Fort Bragg NC 06/2012 03/2019
  • 05/2022 → Present
    Beaumont, TX
  • 03/2019 → 05/2022
    Not Employed
    Beaumont, TX
  • 06/2012 → 03/2019
    Us Army
    Fort Bragg, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-03
  • S65 Uniform Investment Adviser Law Examination
    2025-06-03
Other Names
  • Katelyn Mackenzie Till

View on SEC IAPD

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