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Wexford, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Trail Investments, Llc | Wexford | PA | 01/2016 | Present |
| Tax-Prepare.cOm, Inc. Dba Carr & Associates | Wexford | PA | 05/2000 | Present |
| Race Twitch.cOm, Llc Dba Chief Goals Officer | Wexford | PA | 08/2011 | Present |
Name of business: Tax-Prepare.com, Inc. dba Carr & Associates Investment-related:Yes Address:Wexford, PA Nature: Tax consulting/Business consulting, Tax prep Position/title: President/Owner Start date:05/2000 Approximate number of hours/month:140 Number of hours you devote to the other business during securities trading hours:120 Duties:Owner Name of business: RaceTwitch.com, LLC dba Chief Goals Officer Investment-related:No Address: Wexford, PA Nature: Goals/leadership training Position/title:Owner Start date:08/2011 Approximate number of hours/month:24 Number of hours you devote to the other business during securities trading hours:20 Duties:teach goals courses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-14 |
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