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222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-01 |
Branch Locations
11495 North Pennsylvania Street Suite 130, Carmel, IN 46032 • United States
222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shoreline Asset Management Llc | New Castle | IN | 01/2015 | 08/2025 |
| City Of Noblesville Fire Department | Noblesville | IN | 06/2007 | 02/2025 |
| Jd Brumbaugh Business Services, Llc | Fisher | IN | 12/2008 | Present |
| Brumbaugh And Brumbaugh Rental Llc | Fishers | IN | 06/2015 | Present |
| Novusterra, Inc | Fishers | IN | 01/2023 | Present |
| Parkwoods Wealth Partners, Llc | Clayton | MO | 08/2025 | Present |
JD BRUMBAUGH BUSINESS SERVICES, LLC FISHERS, IN 46038 12/2008-PRESENT NON-INVESTMENT RELATED OWNER/CPA DEVOTES APPROXIMATELY 20 HOURS PER MONTH TO HIS DUTIES, THE MAJORITY OF WHICH ARE OUTSIDE OF SECURITIES TRADING HOURS. BRUMBAUGH AND BRUMBAUGH RENTAL LLC FISHERS, IN 46038 JUNE 2015 TO PRESENT CO-OWNER/MEMBER NON-INVESTMENT RELATED DEVOTES APPROXIMATELY 10 HOURS PER MONTH TO HIS DUTIES, THE MAJORITY OF WHICH ARE OUTSIDE OF SECURITIES TRADING HOURS. DUTIES INCLUDE GENERAL MAINTENANCE/REMODELING OF PROPERTIES, ACCOUNTING AND TAX PREPARATION. NOVUSTERRA, INC FISHERS, IN 46038 JANUARY 2023 TO PRESENT ACCOUNTANT NON-INVESTMENT RELATED DEVOTES APPROXIMATELY 30 HOURS PER MONTH TO HIS DUTIES, HALF OF WHICH ARE OUTSIDE OF SECURITIES TRADING HOURS. DUTIES INCLUDE OVERSEEING ALL FINANCIAL ACTIVITY OF THE BUSINESS. TECHNOLOGY COMPANY THAT IS DEVELOPING TECHNOLOGY TO CREATE GRAPHENE FROM CARBON BASED WASTE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-26 |
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