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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-16 |
Branch Locations
130 Meadow Lake Drive, Mooresville, IN 46158 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin James Investment And Tax Management, Llc | Mooresville | IN | 05/2010 | Present |
| World Equity Group | Arlington Heights | IL | 05/2010 | 10/2023 |
| Modern Wealth Management, Llc | Lenexa | KS | 10/2023 | Present |
1) MARTIN JAMES, CPA, PC 130 Meadowlake Dr., Moorseville, IN 46168, not investment related. Start date: 5/2010. Senior Manager/CPA. Provide tax and accounting services along with recommendation and implementation of fixed insurance products (investment related) in the financial planning process. 40 hrs/mo and 40/hrs mo during securities trading hours. 2) Backyard Farms, LLC., 3475 N CR 900 E, Brownsburg, IN 46112. not investment related. Start Date: 3/2020. Manager for my wife, who is sole owner's business. Small farm - raising pigs, chickens and cattle. 3) Indy Mavericks, Inc. Not Investment Related. 8 Laurel Valley Dr. Brownsburg, IN 46112. Girls Softball Team. Vice President of Board/Assistant Coach. Start Date: 7/22/2024. 10 hours per week outside of securities trading hours. 0 hours per week during securities trading hours. Assistant coach to a youth girls travel softball team and Vice President of the board. 4) Unnamed LLC. Investment Related. Passive Income. Long Term Rental Property. 3475 N County Road 900 E, Brownsburg, IN 46112. Owner and Member. 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-26 |
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