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Current Employers
Verde Capital Management, Inc.

8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-05-11
MI RA APPROVED 2010-10-08
  • TX RA
    APPROVED_RES
    Since 2015-05-11
  • MI RA
    APPROVED
    Since 2010-10-08

Branch Locations

8031 Ortonville Road, Suite 210, Clarkston, MI 48348 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Verde Capital Management, Inc. Troy MI 05/2008 Present
Sedera Affiliate Austin TX 10/2020 Present
Millpond Bed And Breakfast Clarkston MI 10/2020 Present
  • 05/2008 → Present
    Troy, MI
  • 10/2020 → Present
    Sedera Affiliate
    Austin, TX
  • 10/2020 → Present
    Millpond Bed And Breakfast
    Clarkston, MI
Previous Registrations
Other Businesses

1. Mr. Carl Szasz is the owner of Verde Real Estate, a real estate property manager. Verde Real Estate purchases, sells, and manages commercial and residential properties on behalf of its clients. 2. Mr. Carl Szasz is also a Partner in Narrin Farms, LLC, a lakefront horse farm with multiple homes, barns, pastures, paddocks, and other related equine structures. 3. Mr. Carl Szasz is the President of Starbluff Homeowner's Association, an organization that manages maintenance on behalf of the residents of the Starbluff Sub-Division. 4. Sedera Affiliate; Investment Related: No; Location: 7171 Southwest Pkwy building 300 suite 350, Austin, TX 78735; Description of the business: Sedera hosts a medical cost sharing program. We currently sell this program to clients we thing would benefit from it.; Responsibilities Duties: Cost Sharing group for Medical events; Start date with business: 2020-10-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; 5. Managing Partner; Millpond Bed and Breakfast; Investment Related: No; Location: 8031 Ortonville Rd. Suite 210, Clarkston, MI 48348; Description of the business: AirBnb rental property in Clarkston, MI; Responsibilities Duties: I oversee the purchase, rehab and transformation of Millpond from a traditional Bed and Breakfast to an AirBnb. I supervise the various members of our team that work on the project and make decisions about the budget.; Start date with business: 2020-10-15; Hours devoted to business during trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-30
S63 Uniform Securities Agent State Law Examination 2003-10-13
  • S65 Uniform Investment Adviser Law Examination
    2010-08-30
  • S63 Uniform Securities Agent State Law Examination
    2003-10-13

View on SEC IAPD

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