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Stephanie Anne Roth

Reap Financial Group, LLC

Dunedin, FL

Austin, TX

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Current Employers
Reap Financial Group, Llc

9414 Anderson Mill Road Suite 100, Austin, TX 78729 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-25
  • FL RA
    APPROVED
    Since 2026-08-25

Branch Locations

Dunedin, FL • United States

9414 Anderson Mill Road Suite 100, Austin, TX 78729 • 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
Edelman Financial Services Llc Fairfax VA 05/2015 11/2018
Ef Legacy Securities, Llc Fairfax VA 04/2016 10/2019
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 07/2021
Crowdstreet Advisors, Llc, Crowdstreet Capital, Crowdstreet Inc. Austin TX 08/2021 06/2026
Reap Financial Group, Llc Austin TX 06/2026 Present
  • 05/2015 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2019
    Ef Legacy Securities, Llc
    Fairfax, VA
  • 11/2018 → 07/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 08/2021 → 06/2026
    Crowdstreet Advisors, Llc, Crowdstreet Capital, Crowdstreet Inc.
    Austin, TX
  • 06/2026 → Present
    Reap Financial Group, Llc
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-13
S63 Uniform Securities Agent State Law Examination 2011-09-01
  • S66 Uniform Combined State Law Examination
    2015-05-13
  • S63 Uniform Securities Agent State Law Examination
    2011-09-01

View on SEC IAPD

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