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Poneto, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-10-17 |
| IN | RA | APPROVED | 2017-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emshwiller Scheer Accountancy Co Dba Emshwiller & Emshwiller | Bluffton | IN | 08/2019 | 12/2023 |
| H&R Block / Block Advisors | Bluffton | IN | 01/2024 | 04/2025 |
| Reckard Cpa Group | Poneto | IN | 05/2017 | Present |
| Cory R Reckard, Cpa | Poneto | IN | 10/2001 | 01/2024 |
1- RECKARD CPA Group-Investment related -6356 S Meridian Rd, Poneto, IN - Tax Planning, Accounting, & Sales - CPA & Owner - 5/2017 - 32 hrs/mnth - during trading 22 hrs/mnth - tax planning, accounting, and sales (in which a state approved license is held) in products such as life insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-12 |
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