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Terra Beth Penner

Disciplined Investors, L.L.C.

Waco, TX

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Current Employers
Disciplined Investors, L.L.C.

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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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ROSE MARIE GARCIA

Other Offices

THE ASPEN EQUITY GROUP · WACO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX
ACADEMY CAPITAL MANAGEMENT · WACO, TX
J.P. MORGAN SECURITIES LLC · WACO, TX
JOHN WESSLER & ASSOCIATES · WACO, TX
EDWARD JONES · WACO, TX

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