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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-08-05 |
| KS | RA | APPROVED | 2024-08-01 |
Branch Locations
5700 W. 112Th St. Suite 500, Overland Park, KS 66211 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Trueblaze, Llc | Indianapolis | IN | 07/2015 | Present |
| Mariner | Overland Park | KS | 07/2022 | Present |
I am a sole member/ owner of Trueblaze LLC a business not investment related. The address is 8360 South Emerson Avenue Suite 500, Indianapolis, IN 46237. Start date of business was July 1, 2015. Trueblaze is an accounting firm that provides accounting, bookkeeping, and tax planning and preparation services. I am a CPA and sole owner. Hours worked are 50-60 hours per week with most all during security hours. He does client tax returns and all compliance for his business. I am the sole owner and a CPA. I became the owner upon formation of the entity which began conducting business on 7/1/2015. I am responsible for management of the entire business, client relationships, signing tax returns, and all compliance related matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-05 |
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