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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Services | Oakbrook Terrrace | IL | 04/2012 | 11/2016 |
| First Advisors National | Atlanta | GA | 11/2016 | 01/2021 |
| Uber Technologies | San Francisco | CA | 05/2015 | 12/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2021 | Present |
| Bms Financial, Insurance And Tax Services | Henderson | NV | 01/2021 | Present |
| David W. Conard (Self Employed) | Henderson | NV | 01/1999 | Present |
| Uber | San Francisco | CA | 02/2021 | Present |
| First Advisors National, Llc | Atlanta | GA | 10/2021 | Present |
1) BMS Financial, Insurance and Tax Services-375 North Stephanie Street, Suite 2212, Bldg 22, Henderson, NV 89014; Investment related; Financial advisory product sales, tax services, insurance (health, life, fixed, FIA annuities) sales & services; Financial Advisor; Start date 1/2021; 140 hrs/mnth & during trading. 2) David W. Conard (self employed)-375 North Stephanie Street, Suite 2212, Bldg 22, Henderson, NV 89014; Investment related; Insurance (health, life, accident, fixed, FIA annuities) sales & services; Insurance Agent; Start date 1/1999; 20 hrs/mnth & during trading. 3)Uber; 1455 Market St. San Francisco CA; start date 2/8/21; rideshare driver; transportation; 64 hrs/mo; 5 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-19 |
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