Curtis Reese is a registered investment advisor, based in Cross Roads, TX, with 17 years of industry experience.
Location
Cross Roads, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Curtis works as a financial advisor at Harvest Wealth Group, dedicating nearly full-time hours to financial planning. This activity is investment-related.
Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
April 2024 - Present · 2 yrs 3 mos
Ameritas Investment Company, LLC
April 2024 - Present · 2 yrs 3 mos
Ameritas Advisory Services, LLC
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Cx Institutional, LLC
June 2023 - November 2023 · 5 mos
Corecap Advisors
August 2022 - May 2023 · 9 mos
Fisher Investments
July 2022 - August 2022 · 1 mo
Exencial Wealth Advisors
July 2021 - March 2022 · 8 mos
Krilogy Financial LLC
December 2020 - June 2021 · 6 mos
Retirement Planners of America
September 2013 - November 2020 · 7 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2012 - September 2013 · 1 yr 3 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 2011 - July 2012 · 9 mos
TD Ameritrade Clearing, INC.Broker
April 2011 - September 2011 · 5 mos
Amerivest Investment Management, LLC
June 2010 - September 2011 · 1 yr 3 mos
TD Ameritrade, INC.
June 2010 - September 2011 · 1 yr 3 mos
TD Ameritrade, INC.Broker
June 2010 - September 2011 · 1 yr 3 mos
Chase Investment Services CORP.
March 2010 - June 2010 · 3 mos
Chase Investment Services CORP.Broker
March 2010 - June 2010 · 3 mos
Strategic Advisers, INC.
November 2009 - February 2010 · 3 mos
Fidelity Brokerage Services LLCBroker
January 2008 - February 2010 · 2 yrs 1 mo
State Registrations2 states
CATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.