Michael Chase Reid

Current Employers

Stonekeep Investments, Llc

Sante Fe, NM • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-11-18

TX RA
APPROVED

Since 2019-11-18

Branch Locations

Sante Fe, NM • 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

Organization	City	State	From	To
Westwood Wealth Management	Dallas	TX	03/2018	10/2019
Stonekeep Investments, Llc	Sante Fe	NM	10/2019	Present
Exacta Systems, Llc	Boynton Beach	FL	01/2021	08/2023
Westwood Holdings Group	Dallas	TX	12/2013	02/2017
Westwood Holdings Group	Dallas	TX	02/2017	03/2018
Bretagne, Llc	Ashland City	TN	12/2021	Present
La Caballeria, Llc	Sante Fe	NM	02/2022	06/2025

03/2018 → 10/2019

Westwood Wealth Management

Dallas, TX
10/2019 → Present

Stonekeep Investments, Llc

Sante Fe, NM
01/2021 → 08/2023

Exacta Systems, Llc

Boynton Beach, FL
12/2013 → 02/2017

Westwood Holdings Group

Dallas, TX
02/2017 → 03/2018

Westwood Holdings Group

Dallas, TX
12/2021 → Present

Bretagne, Llc

Ashland City, TN
02/2022 → 06/2025

La Caballeria, Llc

Sante Fe, NM

Previous Registrations

2018-03-07 → 2019-10-29

Westwood Wealth Management

Dallas, TX

Other Businesses

Bretagne, LLC; Not Inv Related; Ashland City, TN; Special Projects Manager; 12/2021; Approx 35 hrs/5 hrs; evaluate oil and gas development and other projects.

Designations

View on SEC IAPD