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5015 W State Road 46 Suite J, Bloomington, IN 47404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-02 |
| IN | RA | APPROVED | 2015-06-10 |
Branch Locations
5015 W State Road 46 Suite J, Bloomington, IN 47404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-08 |
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