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Ethan Kane Seigler

Act Wealth Management, LLC

Allen, TX

CRD 7870791

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Employer firm

Act Wealth Management, LLC CRD 155131

$569M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Act Wealth Management, Llc

One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-18
  • TX RA
    APPROVED
    Since 2024-12-18

Branch Locations

One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013 • 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
Sears Auto Center Sherman TX 08/2016 10/2017
Acosta Sales/Marketing Jacksonville FL 11/2017 12/2021
Agile Financial Systems Southlake TX 02/2022 11/2022
Uber Eats Plano TX 11/2022 08/2023
Act Wealth Management, Llc Allen TX 08/2023 Present
  • 08/2016 → 10/2017
    Sears Auto Center
    Sherman, TX
  • 11/2017 → 12/2021
    Acosta Sales/Marketing
    Jacksonville, FL
  • 02/2022 → 11/2022
    Agile Financial Systems
    Southlake, TX
  • 11/2022 → 08/2023
    Uber Eats
    Plano, TX
  • 08/2023 → Present
    Act Wealth Management, Llc
    Allen, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-18
  • S65 Uniform Investment Adviser Law Examination
    2024-12-18

View on SEC IAPD

Nearby Firms

CLEAR AND SIMPLE FINANCIAL GROUP LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

BILLY WORTH BRIGGS
Stephen H. Jones
JUDD WRIGHT KEARBY

Nearby Offices

CLEAR AND SIMPLE FINANCIAL GROUP LLC · Allen, TX
J.P. MORGAN SECURITIES LLC · ALLEN, TX
WELLS FARGO CLEARING SERVICES, LLC · ALLEN, TX

More in Allen, TX

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