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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-21 |
| IL | RA | APPROVED | 2020-05-27 |
| SD | RA | APPROVED | 2020-04-22 |
Branch Locations
27499 Riverview Center Blvd, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sioux Falls | SD | 09/2016 | 04/2018 |
| Self Employed, Private Yoga Instructor | Sioux Falls | SD | 06/2016 | 09/2016 |
| Bank Of America, N.A. | Sioux Falls | SD | 10/2016 | 04/2018 |
| Portfolio Medics, Llc | Bonita Springs | FL | 04/2020 | Present |
| Limestone Bookkeeping | Sioux Falls | SD | 06/2018 | Present |
I*88505 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: Michael Huber INVESTMENT RELATED: N ADDRESS OF BUSINESS: Sioux Falls, SD 57110 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 06012016 NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INSTRUCT YOGA TO INDIVIDUALS AND CLASSES ONE OR POSSIBLY TWO EVENINGS PER WEEK IN THE EVENINGS. I*112620 For profit or not for profit: Non-Profit Organization Name of outside business organization: National Kidney Foundation Investment related: N Address of business: Sioux Falls, South Dakota 57103 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 2/1/2018 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Committee member for Kidney Walk in Sioux Falls FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: Cascade Yoga, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: Sioux Falls, SD 57110 NATURE OF BUSINESS: Consulting POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 06012020 NUMBER OF HOURS DEVOTED: 80 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Consulting and INSTRUCT YOGA TO INDIVIDUALS AND CLASSES ONE OR POSSIBLY TWO EVENINGS PER WEEK IN THE EVENINGS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-11 |
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