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Westfield, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-13 |
| NY | RA | APPROVED | 2024-11-19 |
| FL | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-09-14 |
| IN | RA | APPROVED | 2024-09-13 |
| CA | RA | APPROVED | 2023-09-08 |
| IL | RA | APPROVED | 2023-02-28 |
Branch Locations
Panama City Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piertree Llc (Dba Allstreet Wealth) | Carmel | IN | 06/2020 | Present |
| Shamrock Trading Corporation | Kansas City | KS | 06/2018 | 06/2020 |
| Vivint Smarthome | Miami | FL | 05/2017 | 08/2017 |
| Mcpherson College | Mcpherson | KS | 06/2014 | 06/2018 |
| Piertree Projects Llc | Kansas City | MO | 06/2020 | Present |
| Allstreet Academy Llc | Kansas City | MO | 08/2022 | Present |
| Piertree Provides | Kansas City | MO | 10/2022 | Present |
1) AllStreet Academy LLC; not investment-related; 445 Mariposa Trail, Carmel, IN 46032; educational courses; Co-Owner; 8/2022; 5 hours/month devoted; 0 hours/month devoted during securities trading hours; creating videos and marketing the business. 2) Piertree Projects LLC; not investment-related; 8126 Surf Drive, Panama Beach City, FL 32408; marketing and design services; Founder; 6/2020; 150 hours/month devoted; 75 hours/month devoted during securities trading hours; designing websites and marketing materials. 3) Piertree Provides; not investment-related; 8450 Northwest Prairie View Road, #1233, Kansas City, MO 64153; non-profit; Founder; 10/2022; 5 hours/month devoted; 0 hours/month devoted during securities trading hours; reviewing and issuing grants and marketing the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-14 |
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