Clinton Dallas Burch

Current Employers

Clinton Burch Financial Planning

Bloomfield, IN • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2019-05-31

IN RA
APPROVED

Since 2019-05-31

Branch Locations

Bloomfield, IN • 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

Organization	City	State	From	To
Burch And Daughters, L.L.C. D/B/A Clinton Burch Financial Planni	Bloomfield	IN	03/2019	Present
Eastern Greene High School	Bloomfield	IN	07/2007	Present

03/2019 → Present

Burch And Daughters, L.L.C. D/B/A Clinton Burch Financial Planni

Bloomfield, IN
07/2007 → Present

Eastern Greene High School

Bloomfield, IN

Other Businesses

I am a 50% owner of ZEPTOFUND, LLC, an Indiana-registered company. ZEPTOFUND, LLC is investment-related. ZEPTOFUND, LLC's address is 9773 E Dobson Rd, Bloomfield, IN, 47424. ZEPTOFUND, LLC is an investment club. ZEPTOFUND, LLC also produces educational materials related to personal finance. The members pool capital in order to reduce investing-related expenses, learn more about investing and investments, and generate positive returns. The company sells no goods or services, and does not accept new members or capital. I am a Managing Member of ZEPTOFUND, LLC, with a 50% interest. I devote approximately eight hours per month to the business. I devote approximately four hours per month during securities trading hours. My primary duties include researching future investment opportunities and investing strategies, routine managerial and record-keeping duties, monitoring current investments, and conducting regular meetings with the other company owner.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-05-30

S65 Uniform Investment Adviser Law Examination

2019-05-30