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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-01-23 |
Branch Locations
Scottsdale, AZ • United States
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Securities, Inc. | Irving | TX | 10/1992 | 01/2019 |
| Bosch Financial Services, Inc. | Scottsdale | AZ | 03/1984 | Present |
| Hd Vest Insurance Agency, Llc | Irving | TX | 12/2010 | 01/2019 |
| Archer Investment Corporation | Carmel | IN | 01/2019 | Present |
Bosch Financial Services, Inc.~'NIR'~5344 E. Grandview Rd.~Scottsdale~AZ~85254~Tax Preparation/Accounting~President~3/1/1984~100hrs~80hrs~Prepare business and individual tax returns. Manage client accounting write-up.|Carl F. Bosch, Jr.~'NIR'~5344 E. Grandview Rd.~Scottsdale~AZ~85254~Other~Owner/Sole Proprietor~8/27/1998~5hrs~2hrs~Buy & Sell Collectibles on Internet auction sites.|Sun Devil Apparel Company~'NIR'~5344 E. Grandview Rd.~Scottsdale~AZ~85254~Other~Other~9/1/1999~5hrs~2hrs~I do some of the ticket and merchandise buying. I take photographs for placement in listings on eBay.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-26 |
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