Inactive

Terra Beth Penner

Disciplined Investors, L.L.C.

CRD 7848299

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Employer firm

Disciplined Investors, L.l.c. CRD 114614

$942M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Disciplined Investors, L.L.C.

100 North 6Th Street Suite 500, Waco, TX 76701 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-12

TX RA
APPROVED

Since 2024-06-12

Branch Locations

100 North 6Th Street Suite 500, Waco, TX 76701 • 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
Homemaking	Vass	NC	04/2020	06/2023
Discover Durham	Durham	NC	11/2018	04/2020
Visit Anchorage	Anchorage	AK	07/2016	10/2018
Disciplined Investors	Waco	TX	07/2023	Present

04/2020 → 06/2023

Homemaking

Vass, NC
11/2018 → 04/2020

Discover Durham

Durham, NC
07/2016 → 10/2018

Visit Anchorage

Anchorage, AK
07/2023 → Present

Disciplined Investors

Waco, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-08

S65 Uniform Investment Adviser Law Examination

2024-06-08

Other Names

Terra Tipton
Terra Penner

View on SEC IAPD

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THE ASPEN EQUITY GROUP · WACO, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WACO, TX

ACADEMY CAPITAL MANAGEMENT · WACO, TX

More in Waco, TX

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