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Current Employers
Innovative Wealth Building Llc

23567 Oak View Drive Suite A, California, MD 20619 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-01
  • TX RA
    APPROVED
    Since 2023-06-01

Branch Locations

23567 Oak View Drive Suite A, California, MD 20619 • United States

Fort Worth, TX • 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
OrganizationCityStateFromTo
First Command Financial Planning, Inc. Fort Worth TX 11/2019 05/2023
Everlane Inc San Francisco CA 08/2018 03/2020
Rb Perry And Associates Arcadia CA 06/2017 01/2019
Faith Church West Covina CA 05/2013 01/2019
Machineheart Music Llc Los Angeles CA 05/2012 01/2019
Innovative Wealth Building Llc Fort Worth TX 05/2023 Present
  • 11/2019 → 05/2023
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 08/2018 → 03/2020
    Everlane Inc
    San Francisco, CA
  • 06/2017 → 01/2019
    Rb Perry And Associates
    Arcadia, CA
  • 05/2013 → 01/2019
    Faith Church
    West Covina, CA
  • 05/2012 → 01/2019
    Machineheart Music Llc
    Los Angeles, CA
  • 05/2023 → Present
    Fort Worth, TX
Previous Registrations
Other Businesses

Independant licensed insurance agent; Investment related: Yes; Location: 23567 Oak View Drive, Ste, A California MD 20619 United States; Description: Independent insurance agent; Position Title: Member; Responsibilities Duties: From time to time may offer insurance products to advisory clients. ; Start date: 2024-01-26; Hours per month during trading hours: 1; Hours per month outside trading hours: 1. Wellbeing Financial, LLC; Owner; Investment related: Yes; Location: Fort Worth TX; Description & Responsibilities Duties: Owner of LLC used to receive compensation for insurance services and leads; Start date: 2024-06-11; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-24
  • S66 Uniform Combined State Law Examination
    2020-02-24
Other Names
  • Carman Kubanda

View on SEC IAPD

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