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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-14 |
Branch Locations
9165 Otis Ave Ste 108, Indianapolis, IN 46216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cp Accountant, Inc. | Indianapolis | IN | 06/1992 | Present |
| National Planning Corporation | Indianapolis | IN | 07/2015 | 10/2017 |
| Securities America, Inc. | Indianapolis | IN | 10/2017 | 06/2024 |
| Securities America Advisors | Indianapolis | IN | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | St. Petersburg | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | St. Petersburg | FL | 06/2024 | Present |
**MCCORMICK FAMILY TRUST Position: TRUSTEE Nature: FAMILY TRUST Investment Related: No Hours: 5 Securities Trading Hours: 1 Start Date: 02/01/2010 Address: 1031 SHELBY ST, INDIANAPOLIS IN 46203 **VALLEY MILLS FRIENDS MEETING INC Position: TREASURER Nature: NON PROFIT RELIGIOUS ORGANIZATION Investment Related: No Hours: 4 Securities Trading Hours: 1 Start Date: 12/15/2004 Address: 6739 W THOMPSON RD, INDIANAPOLIS IN 46241 **FRIENDSHIP CLUB INC Position: TREASURER Nature: NON PROFIT RELIGIOUS ORGANIZATION Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 05/15/1990 Address: 6739 W THOMPSON RD, INDIANAPOLIS IN 46241 **MACKENDRON REAL INVESTMENTS LLC Position: MANAGING MEMBER Nature: REAL ESTATE OWNERSHIP AND MANAGEMENT Investment Related: No Hours: 5 Securities Trading Hours: 1 Start Date: 02/06/2009 Address: 1031 SHELBY ST, INDIANAPOLIS IN 46203 **LILLY UNIT-BOYS AND GIRLS CLUBS OF INDIANAPOLIS Position: ADVISORY BOARD MEMBER Nature: VOLUNTEER Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 01/01/1996 Address: 801 S STATE ST, INDIANAPOLIS IN 46203 **C P ACCOUNTANT INC POSITION: PRESIDENT/CPA NATURE: ACCOUNTANT/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 03/06/1995 ADDRESS: 1031 SHELBY ST, INDIANAPOLIS IN 46203, United States DESCRIPTION: CPA FIRM PREPARES TAX RETURNS, PAYROLL AND PAYROLL TAX PROCESSING, AND BOOKKEEPING SERVICES **C P ACCOUNTANTS LLC POSITION: PARTNER NATURE: TAX PREPARATION, PAYROLL AND ACCOUNTING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 1031 SHELBY ST, INDIANAPOLIS IN 46203, United States DESCRIPTION: TAX PREPARATION, PAYROLL AND PAYROLL TAX PROCESSING, AND ACCOUNTING SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-24 |
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