• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JOSUE REYES
CRD#: 7240825
IA
Investment Adviser
B
Previous Broker
PLANGUIDE FINANCIALCRD#: 329089 DALLAS, TX
Registration History
20202021202220232024202520262 FIRMS2022 - 2024 (1 year)IAPLANGUIDE FINANCIAL (CRD# 329089)2024 - Present (<1 year)BTD AMERITRADE, INC. (CRD# 7870)2020 - 2023 (3 years)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2021 - 2023 (2 years)IATD AMERITRADE, INC. (CRD# 7870)2021 - 2022 (1 year)
License(s)

State Registrations

IA
Texas 7/24/2024

Current Registration(s)
IA
PLANGUIDE FINANCIAL (CRD#:329089)
DALLAS, TX
Registered with this firm since 7/24/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
06/01/2022 - 04/08/2024 CHARLES SCHWAB & CO., INC. (CRD#:5393) Westlake, TX
B
06/01/2022 - 04/08/2024 CHARLES SCHWAB & CO., INC. (CRD#:5393) Westlake, TX
B
05/16/2020 - 12/31/2023 TD AMERITRADE, INC. (CRD#:7870) Westlake, TX
IA
04/23/2021 - 09/07/2023 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Southlake, TX
IA
04/23/2021 - 10/14/2022 TD AMERITRADE, INC. (CRD#:7870) Westlake, TX
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.