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8031 Ortonville Road Suite 210, Clarkston, MI 48348 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-11 |
| MI | RA | APPROVED | 2010-10-08 |
Branch Locations
8031 Ortonville Road, Suite 210, Clarkston, MI 48348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-13 |
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