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Current Employers
Above & Beyond Investments, Llc

5015 W State Road 46 Suite J, Bloomington, IN 47404 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-09-02
IN RA APPROVED 2015-06-10
  • TX RA
    APPROVED_RES
    Since 2015-09-02
  • IN RA
    APPROVED
    Since 2015-06-10

Branch Locations

5015 W State Road 46 Suite J, Bloomington, IN 47404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Above & Beyond Investments, Llc Bloomington IN 06/2015 Present
The Burton Group Bloomington IN 01/2012 Present
Liberty Tax Service Bloomington IN 05/2004 Present
  • 06/2015 → Present
    Bloomington, IN
  • 01/2012 → Present
    The Burton Group
    Bloomington, IN
  • 05/2004 → Present
    Liberty Tax Service
    Bloomington, IN
Other Businesses

NAME OF THE OTHER BUSINESS: THE BURTON GROUP WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: BLOOMINGTON, IN NATURE OF THE OTHER BUSINESS: INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUTIES, TERM AND PERMANENT LIFE INSURANCE, LONG TERM CARE, DISABILITY AND MEDICARE SUPPLEMENT POLICIES POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: INSURANCE AGENT START DATE OF YOUR RELATIONSHIP: 01/2012 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 18 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 14 NAME OF THE OTHER BUSINESS: LIBERTY TAX SERVICE WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: BLOOMINGTON, IN NATURE OF THE OTHER BUSINESS: TAX PREP POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: OWNER/MANAGER START DATE OF YOUR RELATIONSHIP: 05/2004 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 8 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 6 DUTIES RELATING TO THE OTHER BUSINESS: OWNER NAME OF THE OTHER BUSINESS: Brookwood 79, LLC WHETHER THE BUSINESS IS INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: BLOOMINGTON, IN NATURE OF THE OTHER BUSINESS: Rental/Real Estate POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: Managing Member START DATE OF YOUR RELATIONSHIP: 05/2019 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 130 hrs/mo NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 30 hr/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-08
  • S65 Uniform Investment Adviser Law Examination
    2015-05-08
Other Names
  • J F Burton

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