Martha Shepard Mccurry

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. //