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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-13
  • TX RA
    APPROVED
    Since 2021-09-13

Branch Locations

San Angelo, TX • United States

3140 Executive Dr, San Angelo, TX 76904 • United States

3136 Executive Dr, San Angelo, TX 76904 • 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
Dennis Reed C.P.A. San Angelo TX 08/1988 Present
Avantax Investment Services, Inc. San Angelo TX 08/1990 08/2021
Avantax Advisory Services San Angelo TX 02/2014 08/2021
Avantax Insurance Agency, Llc San Angelo TX 12/2015 08/2021
First Legacy Wealth Management, Llc San Angelo TX 01/2021 Present
Reed, Mckee & Co., Pc San Angelo TX 09/1995 Present
Lpl Financial Llc San Angelo TX 09/2021 Present
  • 08/1988 → Present
    Dennis Reed C.P.A.
    San Angelo, TX
  • 08/1990 → 08/2021
    Avantax Investment Services, Inc.
    San Angelo, TX
  • 02/2014 → 08/2021
    Avantax Advisory Services
    San Angelo, TX
  • 12/2015 → 08/2021
    Avantax Insurance Agency, Llc
    San Angelo, TX
  • 01/2021 → Present
    First Legacy Wealth Management, Llc
    San Angelo, TX
  • 09/1995 → Present
    Reed, Mckee & Co., Pc
    San Angelo, TX
  • 09/2021 → Present
    San Angelo, TX
Previous Registrations
  • 2014-02-06 → 2021-09-30
    Avantax Advisory Services
    San Angelo, TX
Other Businesses

1) 9/2021- First Legacy Wealth Management LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- San Angelo, TX 2) 9/2021- Dennis Reed CPA- Inv. Related- San Angelo, TX- start date 1970- 1hr/mth 3) 9/2021- Reed, McKee and Co., PC- owner/CPA- Tax Prep/Accounting/CPA- Inv. Related- San Angelo, TX- start date 1995- 10hrs/mth 4) 9/2021- REED AND MODAWELL, LLC- co-owner-Business Entity For Tax/Investment Purposes Only- Inv. Related- San Angelo, TX- start date 2013 5) 9/2021- Marxman Sports owner- gun business - non-Inv. Related- San Angelo, TX - start date 1979- 1hr/mth 6) 9/2021- Cattle Ranching- owner- Inv. Related- Sterling City, TX- start date 2018- 8hrs/mth 7) 12/09/2024 - Dennis Reed Rentals - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/02/1999 - 2 hours per month/ 0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-24
S63 Uniform Securities Agent State Law Examination 1987-07-16
  • S65 Uniform Investment Adviser Law Examination
    2014-01-24
  • S63 Uniform Securities Agent State Law Examination
    1987-07-16
Other Names
  • Dennis Reed

View on SEC IAPD

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