AT
Amr Tenney
REALIZED FINANCIAL
Cedar Park, TX
Some features on this profile are disabled
CRD#: 5506866
AT
Professional summary
Amr Tenney is a registered financial advisor currently at REALIZED FINANCIAL, INC. located in Cedar Park, Texas.
Amr is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Amr has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 22TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Amr Tenney's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Amr Tenney's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 25, 2022 - Present
REALIZED FINANCIAL, INC.
RIA
BD
CRD#: 22333
Cedar Park, TX
Current
November 5, 2019 - Present
REALIZED FINANCIAL, INC.
Office #1: 500 W. 13th Street, Austin, TX 78701Office #2: 500 W. 13th Street, Austin, TX 78701RIA
BD
CRD#: 22333
AUSTIN, TX
Past
May 17, 2019 - October 31, 2019
WEALTHFORGE SECURITIES, LLC
BD
CRD#: 152550
Austin, TX
Past
June 5, 2008 - January 16, 2009
EDWARD JONES
RIA
CRD#: 250
AUSTIN, TX
Past
May 8, 2008 - January 16, 2009
EDWARD JONES
BD
CRD#: 250
AUSTIN, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/10/2024)
RR
Arizona(11/5/2019)
RR
Arkansas(3/26/2025)
RR
California(11/5/2019)
RR
Colorado(11/5/2019)
RR
Florida(11/5/2019)
RR
Georgia(11/5/2019)
RR
Hawaii(11/11/2019)
RR
Illinois(1/22/2020)
RR
Iowa(1/21/2021)
RR
Kansas(1/21/2021)
RR
Louisiana(1/21/2021)
RR
Maine(11/14/2019)
RR
Maryland(1/24/2024)
RR
Massachusetts(9/15/2025)
RR
Michigan(4/12/2024)
RR
Mississippi(1/21/2021)
RR
Missouri(1/21/2021)
RR
Montana(10/7/2021)
RR
Nevada(8/12/2020)
RR
New Hampshire(10/22/2020)
RR
New Jersey(11/5/2019)
RR
New Mexico(10/7/2021)
RR
New York(11/5/2019)
RR
North Carolina(11/5/2019)
RR
Ohio(11/5/2019)
RR
Oklahoma(5/5/2024)
RR
Oregon(7/2/2025)
RR
Pennsylvania(11/5/2019)
RR
South Carolina(11/5/2019)
RR
Tennessee(2/25/2022)
RR
Texas(11/5/2019)
IAR
Texas(10/25/2022)
RR
Utah(5/28/2020)
RR
Virginia(1/21/2021)
RR
Washington(11/5/2019)
RR
Wisconsin(1/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/5/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 22TO
Date: 5/17/2019
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RF
REALIZED FINANCIAL, INC.
REALIZED FINANCAL, INC. | THORNHILL SECURITIES, INC. | THORNHILL BROKERAGE, INC. | REALIZED FINANCIAL, INC.
CRD#: 22333 / SEC#: 801-70703, 8-39659
RIA
Registered Investment Advisory firm - SEC (3/25/2015 Terminated)New Jersey
Registered Investment Advisory firm - SEC (6/27/2014 Approved)Texas
Registered Investment Advisory firm - SEC (6/6/2014 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
500 W. 13th Street, Austin, TX 78701
Mailing Address
500 W. 13th Street, Austin, TX 78701
Phone number
(512) 472-7171
Established
Texas since 03/29/1988
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
14
FINRA licenses (51 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
