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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-04-04 |
Branch Locations
630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boombozz | Fishers | IN | 07/2016 | 12/2018 |
| Ballpoint Marketing | Beech Grove | IN | 12/2018 | 10/2019 |
| Unemployed | Fishers | IN | 11/2019 | 03/2020 |
| Cetera Advisors | Denver | CO | 03/2020 | 12/2021 |
| Comprehensive Retirement Solutions | Carmel | IN | 03/2020 | 12/2021 |
| Crs Tax Solutions | Carmel | IN | 03/2020 | 12/2021 |
| Uber | San Francisco | CA | 11/2019 | Present |
| Lyft | San Francisco | CA | 11/2019 | Present |
| Valic Financial Advisors, Inc. | Carmel | IN | 03/2022 | Present |
| Riders Share | Austin | TX | 06/2022 | Present |
| Agia | Houston | TX | 12/2022 | Present |
1) NAME OF OTHER BUSINESS: UBER; INVESTMENT RELATED: NO; ADDRESS: 1455 MARKET ST #400 SAN FRANCISCO CA 94103; NATURE OF BUSINESS: DRIVING; START DATE: 11/2019 RELATIONSHIP: DRIVER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DRIVER; 2) NAME OF OTHER BUSINESS: LYFT; INVESTMENT RELATED: NO; ADDRESS: 185 BERRY STREET #5000 SAN FRANCISCO CA 94107; NATURE OF BUSINESS: DRIVING; START DATE: 11/2019; POSITION/TITLE/RELATIONSHIP: DRIVER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DRIVER; RIDERS SHARE POSITION: Lister of bike to share NATURE: Motorcycle sharing/rental program INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2022 ADDRESS: 500 E 4th Street, Austin TX 78701, United States DESCRIPTION: Renting my motorcycle AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-02 |
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