Ian James Flanagan

Current Employers

Employment History

• 07/2011 → 05/2019
  Kpmg Llp
  Indianapolis, IN
• 12/2011 → 05/2019
  Kpmg Corporate Finance Llc
  Indianapolis, IN
• 05/2019 → Present
  Sanctuary Wealth
  Indianapolis, IN

Other Businesses

1) Name: Rider Kenley LLC Position: Owner/Manager Nature: Tax preparation and accounting services. Currently in contract negotiations to acquire the assets of Rider Kenley & Associates CPAs. Buyer is Rider Kenley LLC which Lizzie 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.Investment Related: No Hours: 20 Securities Trading Hours: 5 Start Date: 11/02/2022 Address: 9755 Randall Drive, Suite 100, Carmel IN 46280 Description: Active owner/oversight of business but will not perform any accounting or CPA services. Duties will include operational aspects of business. 2) Name: Rider Kenley LLC Position: Owner/Manager Nature: Tax preparation and accounting services. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 11/02/2022 Address: 9755 Randall Drive, Suite 100, Carmel IN 46280 Description: Oversight of business

Exams

• S66 Uniform Combined State Law Examination
  2020-03-09
• S63 Uniform Securities Agent State Law Examination
  2013-11-26