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600 E Carmel Drive Suite 110, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dal Corp Services | Indianapolis | IN | 04/2012 | 03/2020 |
| Allstate Insurance Company | Indianapolis | IN | 03/2020 | 09/2020 |
| Dal Corp Services | Indianapolis | IN | 04/2011 | 03/2020 |
| Carnot Compression Inc. | Scotts Valley | CA | 09/2020 | 11/2020 |
| Carnot Compression Inc. | Scotts Valley | CA | 09/2020 | 11/2020 |
| Integrated Investment Strategies, Inc. | Indianapolis | IN | 11/2020 | Present |
| Integrated Investment Strategies, Inc. | Indianapolis | IN | 12/2021 | 04/2024 |
| Integrated Investment Strategies, Inc. | Carmel | IN | 04/2024 | Present |
DAL CORP SERVICES POSITION: Engineering & Operations Consultant NATURE: Engineering and operations consultant INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2011 ADDRESS: 7015 Brookville Rd, Indianapolis IN 46239, United States DESCRIPTION: Assist in operations and design of PLC systems CARNOT COMPRESSION INC. POSITION: Technical Advisor NATURE: Compressor manufacturer for new compression technology INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 5610 Scotts Valley Dr, Ste B 513, Scotts Valley CA 95066, United States DESCRIPTION: To be on the advisory board and support the technical creationof this new compressor INTEGRATED INVESTMENT STRATEGIES, INC. POSITION: Board Member NATURE: Curt is an Investment Advisor that focuses on one mutual fund product for a very specific set of goals with his clients. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2020 ADDRESS: 9465 Counselors Row, Suite 200, Indianapolis IN 46240, United States DESCRIPTION: Board Member will meet 2-4 times per year and provide review of financials for the corporation. Review of overhead items such as business structure (tax purposes), review of proper insurance(s), review of profitability and expenses. Members will also vote for majorchanges in the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
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