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RIA / WealthAdvisor22 years in industry

RICHARD BERT REED

Advisor at FORTHRIGHT CAPITAL

HONEY CREEK, IA | LAS VEGAS, NV | Bennington, NE

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Search this name across graphsid dfx:ria:85ae791b-08d8-16ec-7252-3a7f095f7777

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 21, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORTHRIGHT CAPITAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 9, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S66
First exam: Jun 9, 2004
First registration: Nov 21, 2008
Dual registered: no
Other names: RICK BERT REED
IAPD individual key: 4611919

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORTHRIGHT CAPITAL	Independent wealth	Aug 20, 2025	n/a	yes	LAS VEGAS, NV\|Bennington, NE\|HONEY CREEK, IA	Current employment
SEQUENT PLANNING, LLC	Independent wealth	Nov 8, 2018	Jun 10, 2025	no	OMAHA, NE	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jul 11, 2011	Sep 26, 2018	no	OMAHA, NE	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Nov 21, 2008	Jul 1, 2011	no	LA VISTA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEQUENT PLANNING, LLC	FORTHRIGHT CAPITAL	Jun 10, 2025	Aug 20, 2025	71	Firm change	RIA to RIA
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	SEQUENT PLANNING, LLC	Sep 26, 2018	Nov 8, 2018	43	Firm change	Ibd to RIA
SECURITIES AMERICA ADVISORS, INC.	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jul 1, 2011	Jul 11, 2011	10	Firm change	Other

Relationships

Registered with (4)

→ FORTHRIGHT CAPITALRegistered adviserregistration: current employment
Aug 20, 2025 to presentfactForm ADV
→ SEQUENT PLANNING, LLCRegistered adviserregistration: previous registration
Nov 8, 2018 to Jun 10, 2025factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jul 11, 2011 to Sep 26, 2018factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Nov 21, 2008 to Jul 1, 2011factForm ADV

Dated events

Occurred
Jun 10, 2025
Advisor changed firm
Richard Bert Reed left Sequent Planning, Llc for Forthright Capital (registered 2025-08-20)
Form ADVobserved 6 days ago