Dedrick D. Curtis

PENNY EARNED FINANCIAL

SAN ANTONIO, TX

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CRD#: 7974594

Professional summary

Dedrick Duel Curtis, who also goes by Dedrick D Curtis, Dedrick Curtis, is a registered financial advisor currently at PENNY EARNED FINANCIAL located in San Antonio, Texas.

Dedrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dedrick has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dedrick D Curtis | Dedrick Curtis

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.

Dedrick Curtis is currently employed as a full-time Project Manager at Zeiders Enterprises, Inc. located in San Antonio TX. This may create a potential conflict of interest in that Dedrick Curtis may dedicate the majority of his time during trading hours to this activity. This conflict is mitigated as PEF does not offer investment management services and does not need to be available to trade client accounts during trading hours. This activity is non-investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dedrick Duel Curtis'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®

None

Experience

Current

November 12, 2024 - Present

PENNY EARNED FINANCIAL

RIA

CRD#: 330919

SAN ANTONIO, 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.

Highlighted states indicate IAR registrations

IAR

Texas
(11/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PENNY EARNED FINANCIAL

DEDRICK CURTIS LLC | PENNY EARNED FINANCIAL

CRD#: 330919 / SEC#:

Texas

Registered Investment Advisory firm - (11/12/2024 Approved)

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Contact information

Main Address

San Antonio, TX

Mailing Address

Phone number

(828) 407-0103

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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