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Invst, LLC CRD 282863
$1.57B regulatory AUM 500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3625 E 96Th St, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-08 |
Branch Locations
120 East Pine Street Suite 9, Lakeland, FL 33801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Lakeland | FL | 01/2009 | 04/2019 |
| Jarred Bunch Consulting, Llc | Lakeland | FL | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-08 |
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