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Inactive

Mckenna Alexandra Dehn

The Sum

The Woodlands, TX

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Current Employers
The Sum

4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-04

Branch Locations

4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • 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
Fidelity Investments Houston TX 10/2022 01/2026
5 Star Students Temecula CA 07/2022 09/2022
The Sotelo Family The Woodlands TX 05/2022 08/2022
Ut Physicians Houston TX 01/2022 04/2022
Houston Community College Houston TX 08/2020 12/2021
The Ward Family Tomball TX 07/2019 08/2020
The Katz Family Westlake Village CA 06/2018 06/2019
Red Hawk Golf Club Las Cruces NM 02/2018 05/2018
The Katz Family Westlake Village CA 08/2016 01/2018
Fidelity Investments Boston MA 03/2025 01/2026
The Planning Project, Llc D/B/A The Sum The Woodlands TX 01/2026 Present
  • 10/2022 → 01/2026
    Fidelity Investments
    Houston, TX
  • 07/2022 → 09/2022
    5 Star Students
    Temecula, CA
  • 05/2022 → 08/2022
    The Sotelo Family
    The Woodlands, TX
  • 01/2022 → 04/2022
    Ut Physicians
    Houston, TX
  • 08/2020 → 12/2021
    Houston Community College
    Houston, TX
  • 07/2019 → 08/2020
    The Ward Family
    Tomball, TX
  • 06/2018 → 06/2019
    The Katz Family
    Westlake Village, CA
  • 02/2018 → 05/2018
    Red Hawk Golf Club
    Las Cruces, NM
  • 08/2016 → 01/2018
    The Katz Family
    Westlake Village, CA
  • 03/2025 → 01/2026
    Fidelity Investments
    Boston, MA
  • 01/2026 → Present
    The Planning Project, Llc D/B/A The Sum
    The Woodlands, TX
Previous Registrations
  • 2025-03-31 → 2026-01-14
    Strategic Advisers Llc
    Magnolia, TX
    Houston, TX
    Boston, MA
  • 2024-03-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
S63 Uniform Securities Agent State Law Examination 2023-05-07
  • S66 Uniform Combined State Law Examination
    2023-12-18
  • S63 Uniform Securities Agent State Law Examination
    2023-05-07
Other Names
  • Mckenna Alexandra Masters
  • Mckenna Masters
  • Mckenna Alexandra Dehn
  • Mckenna Dehn

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

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