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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-06-14 |
| TX | RA | APPROVED | 2019-06-14 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
211 W Main Street Suite 301, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Indianapolis | IN | 01/2012 | Present |
| Bank Of America, N.A. | Indianapolis | IN | 04/2012 | Present |
1) Name: Rider Kenley LLC Position: Owner Nature: Tax preparation and accounting services Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 11/02/2022 Address: 9755 Randall Drive, Suite 100, Carmel IN 46280, United States Description: Currently in contract negotiations to acquire the assets of Rider Kenley &Associates CPAs. Buyer is Rider Kenley LLC which Ian Flanagan and I own 50/50. Rider Kenley LLC was established on November 2, 2022 and will not be a going concern until January 1, 2023. Active owner/oversight of business but will not perform any accounting or CPA services. Duties will include operational aspects of business. 2) EVANS MAY ADVISORY LLC POSITION: Owner NATURE: Tax preparation and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2022 ADDRESS: 500 E 96th Street, Suite #100, Indianapolis IN 46240 DESCRIPTION: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-20 |
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