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Inactive

Reagan Magill Newton

Symphony Financial, Ltd. Co.

Houston, TX

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Current Employers
Symphony Financial, Ltd. Co.

4295 San Felipe Suite 300, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-15
  • TX RA
    APPROVED
    Since 2024-02-15

Branch Locations

4295 San Felipe Suite 300, Houston, TX 77027 • 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
Student Agencies Ithaca NY 08/2021 05/2022
Luna's Street Food Ithaca NY 12/2021 05/2022
Cornell University Ithaca NY 08/2018 12/2021
Mcadam Llc Dallas TX 07/2022 02/2024
Kriya Revgen Grapevine TX 06/2021 08/2021
Camp Longhorn Burnet TX 07/2017 07/2019
Taverna Banfi Ithaca NY 08/2018 05/2019
Cornell University Ithaca NY 08/2019 12/2020
Allen Austin Houston TX 06/2020 12/2020
Memorial High School Houston TX 08/2017 05/2018
Kinkaid Houston TX 08/2012 05/2017
Symphony Financial, Ltd. Co. Houston TX 02/2024 Present
  • 08/2021 → 05/2022
    Student Agencies
    Ithaca, NY
  • 12/2021 → 05/2022
    Luna's Street Food
    Ithaca, NY
  • 08/2018 → 12/2021
    Cornell University
    Ithaca, NY
  • 07/2022 → 02/2024
    Dallas, TX
  • 06/2021 → 08/2021
    Kriya Revgen
    Grapevine, TX
  • 07/2017 → 07/2019
    Camp Longhorn
    Burnet, TX
  • 08/2018 → 05/2019
    Taverna Banfi
    Ithaca, NY
  • 08/2019 → 12/2020
    Cornell University
    Ithaca, NY
  • 06/2020 → 12/2020
    Allen Austin
    Houston, TX
  • 08/2017 → 05/2018
    Memorial High School
    Houston, TX
  • 08/2012 → 05/2017
    Kinkaid
    Houston, TX
  • 02/2024 → Present
    Houston, TX
Previous Registrations
  • 2022-09-21 → 2024-02-21
    Radnor, PA
    Dallas, TX
Other Businesses

a.MCADAM LLC, RIA, INVESTMENT RELATED. 07/2022-PRESENT. 4525 COLE AVE APT 1515 DALLAS TX 75205. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. b.MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 07/2022-PRESENT. 4525 COLE AVE APT 1515 DALLAS TX 75205. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. c. Acropolis Capital Partners- Investment Related- 4295 San Felipe St, Suite 300, Houston, TX 77027- DBA for IRA business- IAR Private Wealth Advisor- Started on 2/15/2024- 40 Hours a Week- IAR Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2022-08-26

View on SEC IAPD

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