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Current Employers
May Tree Financial Planning Llc

Leander, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-11-02
  • TX RA
    APPROVED
    Since 2017-11-02

Branch Locations

Leander, 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
Collective Goods Formerly Books Are Fun Leander TX 07/1995 07/2018
May Tree Financial Planning Llc Leander TX 09/2017 Present
Nora's Book Niche Llc Leander TX 07/2018 Present
  • 07/1995 → 07/2018
    Collective Goods Formerly Books Are Fun
    Leander, TX
  • 09/2017 → Present
    Leander, TX
  • 07/2018 → Present
    Nora's Book Niche Llc
    Leander, TX
Other Businesses

Gary May currently participates in the management of Nora's Book Niche LLC, a non-financial planning related business. This activity accounts for approximately 20% of his time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-08
  • S65 Uniform Investment Adviser Law Examination
    2017-06-08
Designations
Other Names
  • Gary May

View on SEC IAPD

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