Reilly N. Forrest
Professional summary
Reilly Nicole Forrest, who also goes by Reilly Nicole Fritts, is a registered financial advisor currently at REGENT PROPERTIES located in Dallas, Texas.
Reilly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Reilly has worked at 2 firms and has passed the Series 66, Series 31, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Reilly Nicole Forrest's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 25, 2022 - Present
REGENT PROPERTIES
Office #1: 2001 Ross Avenue Suite 3400, Dallas, TX 75201February 10, 2020 - October 12, 2021
NEUBERGER BERMAN BD LLC
November 10, 2019 - October 12, 2021
NEUBERGER BERMAN BD LLC
Primary Firm SEC Registration
REGENT PROPERTIES
CRD#: 309360 / SEC#: 801-118956
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/25/2022)
Exams
Series 7TO
Date: 11/9/2019
General Securities Representative ExaminationCurrent Firm
REGENT PROPERTIES
CRD#: 309360 / SEC#: 801-118956
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 1,786,628,208 |
Red Flags
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Company Information
REGENT PROPERTIES
CRD#: 309360Dallas, TX 75201TRUST BUT VERIFY
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