Stephanie Jean Bunday

Current Employers

Employment History

• 10/2005 → Present
  Golden Gate Realty Llc
  Franklin, IN
• 12/2007 → Present
  Valic Financial Advisors
  Carmel, IN
• 12/2022 → Present
  Agia
  Houston, TX

Other Businesses

GOLDEN GATE REALTY LLC 5679 N 525 E FRANKLIN IN 46131 NON-INVESTMENT RELATED REAL ESTATE COMPANY OCTOBER 2005 10HRS/MONTH, NONE DURING TRADING HOURS BROKER/OWNER WORKING SOLELY TO USE THIS BUSINESS FOR PERSONAL INVESTMENTS. GOLDEN GATE REALTY LLC DOES NOT EMPLOY ANY OTHER WORKERS, NOR SOLICIT BUSINESS FROM THE GENERAL PUBLIC AT THIS TIME. BOYS & GIRLS CLUBS OF JOHNSON COUNTY POSITION: Board Member NATURE: Not-for-profit Board Member for the Boys & Girls Clubs of Johnson County in Indiana. Meetings are monthly, excluding July. Charitable organization that strives to educate and provide a safe environment for children to grow and become productive members of the community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 101 Hurricane Street, Franklin IN 46131. DESCRIPTION: Board Member, does not title position; serves on committees to help with event planning and strategic development for organization. Meet at club once per month; review current status and discuss plans with board members. Not in a position that controls the finances for the organization, nor in the investments. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products RAISING SPIRITS, INC POSITION: Board Member NATURE: Raising Spirits, Inc was established in 2022 as a 501 c(3) corporation by members of the Shuck family under EIN 88-2829815. The primary exempt purpose is to host one annual fundraising event that supports other Johnson, County Indiana non-profit organizations. The organization originated from an event that was originally hosted through the Boys & Girls Clubs of Johnson County and was spun off as it's own tax exempt status. All the net funds raised are donated to the local non-profits after the event and compensation is not provided to the owners and board members. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2024 ADDRESS: 1234 Heritage Trail, Franklin IN 46131, United States DESCRIPTION: Serve as Secretary for upcoming new year. Term is voted on annually. Board meets 4 times per fiscal year and prepares the venue for the annual fundraising event the day of and evening before. I volunteered the last two years as a helper for the Boys & Girls Clubs of Johnson County, where I am also a board member. My position as Secretary will require me to be present for all board meetings and to record the minutes of the meetings. This position has no compensation and the time is voluntary. I do not have access to any of the funds raised and the benefactors can change annually due to the local community needs. INDIANA NOTARY OF THE PUBLIC POSITION: n/a NATURE: Indiana Notary of the Public for the purpose of witnessing the signature for legal documents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2012 ADDRESS: 5679 N 525 E, Franklin IN 46131, United States DESCRIPTION: Meet with persons of the public to witness signatures for legal documents. Not a business, but an activity, where compensation is not exchanged in fees or charges for the service. Most activity is limited, but has been used for both Golden Gate Realty LLC, personally and with Corebridge Financial (not in conflict with any clients). KOTA HOMEBUYERS LLC POSITION: Managing Member NATURE: Kota Homebuyers LLC was started to manage rental properties with my husband. Even though the LLC is current with the Indiana SOS, this business is not actively engaged and does not generate any income. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2001 ADDRESS: 5679 N 525 E, Franklin IN 46131, United States DESCRIPTION: Managing Member of Kota Homebuyers LLC. I spend zero hours on this business and receive no compensation from it.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-16
• S63 Uniform Securities Agent State Law Examination
  2008-02-29

Designations

Other Names

• Stephanie Jean Alis