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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-24 |
| TX | RA | APPROVED | 2006-06-28 |
| IN | RA | APPROVED | 1998-12-15 |
Branch Locations
510 E 96Th St, Indianapolis, IN 46240 • United States
1100 Canal St, The Villages, FL 32162 • United States
Bloomington, IN • United States
The Villages, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 01/1991 | Present |
| Bank Of America, Na | Indianapolis | IN | 09/2009 | Present |
TREASURER OF UNFINISHED FURNITURE (SUBCHAPTER S CORP), 6466 EAST 82ND STREET, INDIANAPOLIS, IN 46250 2) CASTLEBROOKE FARM, 8250 E 300 S, ZIONSVILLE, IN 46077 - INVESTMENT RLT'D - NO, HRS DEVOTED TO ACTIVITY - 40, HRS DURING TRADING - 0, DATE ACTIVITY BEGAN 09/01/09, POSITION - FAMILY HELD, SMALL FARM OPERATION WHICH GROWS AND SELL AGRICULTURAL PRODUCTS. CURRENTLY PUMPKINS AND HAY. I AM RESPONSIBLE FOR THE OPERATION. I*77549 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WEALTHSHIFT PUBLISHING INVESTMENT RELATED: N ADDRESS OF BUSINESS: ZIONSVILLE, INDIANA 46077 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/1999 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: AUTHOR, PUBLISHER AND SPEAKER FOR A PRIVATE, SOLELY OWNED SOLE PROPIETORSHIP. THE RESPONSIBILITIES ARE THE WRITING, CONTENT AND EDITING OF TEXTS AND SPEACHES WITH REGARDS TO THE CONTENT. I*2024257, Entity Type Fiduciary , Name of OBA: MLPF& S CUST FBO P A DCSD IRA FBO S L B Address: The Villages, Florida, 32162 Investment Related: yes Position, Title, Association: Power of Attorney Employee Start Date: Sep-28- 2024 No Hours: 0 No Hours during trading: 0 Duties: I*2026462, Entity Type Fiduciary , Name of OBA: A Childrens Trust Address: The Villages, Florida, 32162 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: Oct-02-2024 No Hours: 1 Monthly No Hours during trading: 0 Duties: I*2317259, Entity Type: , Name of OBA: C d b ttee U/A dtd 12/19/2013, Address: The Villages, Florida, 32162, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 09-Apr-2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-23 |
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