Martha Shepard Mccurry

Current Employers

Employment History

• 06/2001 → Present
  Mccurry Industries
  Cedar Rapids, IA
• 07/2004 → Present
  Nations Financial Group
  Cedar Rapids, IA

Other Businesses

PLATINUM ADVISORY GROUP, LLC. 373 COLLINS RD. NE, CEDAR RAPIDS, IA 52402. IS INVESTMENT RELATED. NATURE OF BUSINESS IS WORKING WITH 401KS, IRAS, INVESTMENTS, FIXED ANNUITIES/LIFE AND HEALTH INSURANCE.POSITION IS FINANCIAL CONSULTANT AND INSURANCE AGENT. STARTED 7-1-09. 20 HRS/MONTH, 20 DURING SECURITY TRADING HRS. DUTIES ARE SALES AND SERVICE TO CURRENT AND POTENTIAL CLIENTS// MUTUAL MED, INC. IS INVESTMENT RELATED. 4321 EAST 60TH ST. DAVENPORT, IA 52807. NATURE OF BUSINESS IS INDIVIDUAL/GROUP/VOLUNTARY HEALTH INSURANCE PRODUCTS. POSITION IS AGENT. STARED 2-20-12. APPROX 2 HRS/MONTH ON BUSINESS, ALL DURING SECURITY TRADING HRS. DUTIES INCLUDE SALES AND SERVICE TO CURRENT AND POTENTIAL CLIENTS// NORTH RISK PARTNERS. 1055 LONGFELLOW DR. STE B HIAWATHA, IA 52233. IS INVESTMENT RELATED. NATURE OF BUSINESS IS GENERAL AGENT FOR GROUP/INDIVIDUAL HEALTH/DI/LI PRODUCTS. POSITION IS AGENT. STARTED 11/2/13. APPROX 5 HRS/MONTH ON THIS BUSINESS, ALL DURING SECURITY TRADING HRS. DUTIES ARE TO SERVICE AND SELL GROUP AND INDIVIDUAL WELLMARK HEALTH POLICIES// KHI SOLUTIONS. 130 N. 25TH ST. FT DODGE, IA 5501. IS INVESTMENT RELATED. NATURE OF BUSINESS IS GENERAL AGENT FOR GROUP/INDIVIDUAL HEALTH/DI/LI PRODUCTS. POSITION IS AGENT. STARTING 12/1/14. APPROX 1 HRS/MONTH ON THIS BUSINESS, ALL DURING SECURITY TRADING HRS. DUTIES ARE TO PROVIDE CUSTOMER SERVICE TO WELL MARK LARGE-GROUP CLIENT WHICH COULD NOT BE PLACED WITH BSI DUE TO BSI'S NON-COMPETE AGREEMENT WITH GROUP'S PREVIOUS GA//MCCURRY INDUSTRIES INC, CONSULTING SERVICES TO SHEPARD FINANCIAL SERVICES, 20 HR/MONTH, SERVICES INCLUDE BOOKKEEPING AND GENERAL ADMINISTRATIVE DUTIES// UNUM. 2211 CONGRESS ST. A293, PORTLAND, ME 04122. IS INVESTMENT RELATED. NATURE OF BUSINESS IS DISABILITY INSURANCE AND LONG TERM CARE INSURANCE. POSITION IS AGENT. STARTED 12-17-18. APPROX 1 HR/MONTH, NONE DURING TRADING HRS. DUTIES ARE TAKING APPLICATION AND SERVICE WORK// OCI. 17445 ARBOR ST. STE 310 OMAHA, NE 68130. IS INVESTMENT RELATED. NATURE OF BUSINESS IS INDIVIDUAL HEALTH INSURANCE WHOLESALER. POSITION IS PRODUCER. START 1/1/19. APPROX 1 HR/MONTH, NONE DURING SECURITY TRADING HRS. DUTIES ARE DIRECTING CONTACTS AND CLIENTS TO OCI FOR INDIVIDUAL HEALTH POLICIES// STANDARD INSURANCE COMPANY. 1100 SW SIXTH AVE. PORTLAND, OR 97204. IS INVESTMENT RELATED. NATURE OF BUSINESS GROUP AND INDIVIDUAL DISABILITY INSURANCE. POSITION IS INDEPENDENT AGENT. STARTED 6/15/20. APROX 1 HOUR/MONTH SPENT ON BUSINESS DURING SECURITY TRADING HOURS. DUTIES ARE WORKING WITH CLIENTS THAT NEED INDIVIDUAL OR GROUP DISABILITY INSURANCE// SOLAR WASH SFV LLC . IS NOT INVESTMENT RELATED. 5031 FAIR AVE APT 562 N HOLLYWOOD, CA 91602. NATURE OF BUSINESS IS SOLAR PANEL WASHING. RELATIONSHIP WITH OTHER BUSINESS IS PARENT OF OWNER, MATTHEW BERGSTAD. START 05/01/2024. APPROX 4 HOURS PER MONTH DEVOTED TO OTHER BUSINESS. APPROX 0 HOURS PER MOTH SPENT ON BUSINESS DURING SECURITY TRADING HOURS. DUTIES INCLUDE BOOKKEEPING. // DAILY SIMPLE FIT LLC. IS NOT INVESTMENT RELATED. 5031 FAIR AVE APT 562 N HOLLYWOOD, CA 91602. NATURE OF BUSINESS IS SALE OF CUSTOM WORKOUT CLOTHING. RELATIONSHIP WITH OTHER BUSINESS IS PARENT OF OWNER, MATTHEW BERGSTAD. START 05/01/2024. APPROX 1 HOUR PER MONTH DEVOTED TO OTHER BUSINESS. APPROX 0 HOURS PER MOTH SPENT ON BUSINESS DURING SECURITY TRADING HOURS. DUTIES INCLUDE BOOKKEEPING. //

Exams

• S66 Uniform Combined State Law Examination
  2005-04-14

Other Names

• Martha Shepard
• Marty Shepard
• Martha Dale Shepard
• Martha Shepard Bergstad
• Marty Shepard Bergstad
• Marty Dale Shepard
• Marty Shepard Mccurry