Larry Robert Marietta

Current Employers

Employment History

• 07/2002 → Present
  New Augusta Invents, Llc
  Indianapolis, IN
• 12/2002 → 12/2022
  Tax Back Corp
  Indianapolis, IN
• 01/2003 → 09/2025
  Avantax Investment Services, Inc.
  Indianapolis, IN
• 02/2006 → 09/2025
  Avantax Advisory Services
  Indianapolis, IN
• 04/2012 → 08/2017
  Square Dounuts Of Indiana, Llc
  Indianapolis, IN
• 06/2026 → Present
  Chasing Whitetails, Llc
  Inidianapolis, IN
• 10/2019 → Present
  Marietta Cpas Is A Dba Of Marietta Financial Services, Inc.
  Indianapolis, IN
• 03/2003 → Present
  Tax Back Corp.
  Indianapolis, IN
• 10/2019 → 10/2019
  Marietta Cpas Is A Dba Of Marietta Financial Services, Inc.
  Indianapolis, IN
• 03/2003 → Present
  Marietta Financial Services, Inc.
  Indianapolis, IN
• 02/2024 → 04/2025
  Safeguard Comply, Llc
  Indianapolis, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Indianapolis, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Whitestown Investments, Llc
  Indianapolis, IN

Previous Registrations

• 2006-02-10 → 2025-09-05
  Avantax Advisory Services
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1) BORB, LLC POSITION: member NATURE: non active llc i own. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2009 ADDRESS: 4622 W 72nd Street, Ste C, Indianapolis IN 46268, United States DESCRIPTION: none. non active llc . 2) INDIANA TAX PRACTITIONER ASSOCIATION, INC. POSITION: board member NATURE: Board Position/Officer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 1645 N 850 W, Shipshewana IN 46565, United States DESCRIPTION: board member, cpe class topic selection 3) NEW AUGUSTA INVESTMENTS, LLC POSITION: Partner/General Partner NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2002 ADDRESS: 4622 W. 72nd St., #C, Indianapolis IN 46268, United States DESCRIPTION: manage the building owned by llc 4) TAX BACK CORP. POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2003 ADDRESS: 4622 W 72nd St, Indianapolis IN 46268, United States DESCRIPTION: i own this company and manage the office. 5) THE CHALKGUY FOUNDATION, INC. POSITION: Agent NATURE: non-profit entity donating Lego sets to kids in the hospital. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2020 ADDRESS: 4622 W 72nd Street, Ste C, Indianapolis IN 46268, United States DESCRIPTION: tax filing 6) MOLNMAGS, LLC POSITION: Manager NATURE: This is my wife's entity and it owns 46 acres and a log cabin. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2014 ADDRESS: 4622 W 72nd Street, Ste C, Indianapolis IN 46268, United States DESCRIPTION: administrative responsibilities include but are not limited to: making sure grass is mowed, snow is removed from drive, bills are paid (including utilities, insurance, taxes, security system), clearing trees from trails, and house maintenance. 7) MARIETTA CPAS IS A DBA OF MARIETTA FINANCIAL SERVICES, INC. POSITION: president NATURE: this is an accounting and tax firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 1 START DATE: 10/25/2019 ADDRESS: 4622 W 72nd Street, Ste C, Indianapolis IN 46268, United States DESCRIPTION: responsible officer of firm, day to day operations, pay bills, prepare and file financial statements and various type of tax returns for the firm. 8) MARIETTA FINANCIAL SERVICES, INC. POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2003 ADDRESS: 4622 W. 72nd St., Indianapolis IN 46268, United States DESCRIPTION: own and manage this office 9) TRIANGLE K TRADING COMPANY, LLC POSITION: 100 % owner NATURE: This LLC will hold personal money that I am going to invest into the market. I will set up an outside brokerage account and register it in the next couple of months. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 5 START DATE: 05/12/2023 ADDRESS: 9101 N Wesleyan Road, Suite 300, Indianapolis IN 46268, United States DESCRIPTION: manage part of my personal investment portfolio 10) NAME OF OTHER BUSINESS: WHITESTOWN INVESTMENTS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE A RENTAL PROPERTY TO HOUSE 11) NAME OF OTHER BUSINESS: CHASING WHITETAILS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HUNTING PROPERTY; START DATE: 5/28/2026; POSITION/TITLE/RELATIONSHIP: MANAGER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COORDINATE HUNTING LICESES FOR HUNTING LEASES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-09
• S63 Uniform Securities Agent State Law Examination
  2001-11-30