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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-25 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
127 E Michigan Street #120, Indianapolis, IN 46204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ebh Securities, Inc. | Indianapolis | IN | 02/1995 | 04/2024 |
| Advisors Share Wealth Management, Llc | Indianapolis | IN | 03/2024 | 03/2026 |
| Consolidated Portfolio Review Corp | Woodbury | NY | 03/2026 | Present |
1) R Legacy Properties LLC. Not Investment related. Start date: 01/01/2024. Address: 688 Ellsworth Street Indianapolis, IN 46204. Title: Partner. Duties: Showing the property and depositing rent - the property is not currently rented. Time spent during regular hours: 0%. 2) Christel House Indianapolis. Not Investment related. Start date: 01/01/2023. Address: 2960 N Meridian St Suite 170, Indianapolis, IN 46208. Title: Strategic Planning Committee Chair. Duties: Attend Board meeting to approve meetings and discuss strategies developed by Christel House staff. Time spent during regular hours: 0%. 3) Manchester University. Not Investment related. Start date: 01/01/2026. Address: 604 E College Ave, North Manchester, IN 46962. Title: Board Member. Duties: As part of his role, Richardson will attend biannual board meetings, participate in major alumni events, and provide continued financial support to the Manchester Fund, furthering opportunities for future students. Time spent during regular hours: 0%. 4) Family Legacy Advisory Group. Investment related. Start date: 03/23/2026. Address: 127 East Michigan Street suite 120 Indianapolis, IN 46204. Title: Owner. Duties: Providing wealth management services to clients on a fee basis. Time spent during regular hours: 40%. 5) Fixed Insurance Sales. Not Investment related. Start date: 01-01-2000. Address: 127 East Michigan Street suite 120 Indianapolis, IN 46204. Title: Agent. Duties: Providing life and fixed annuity products to clients. Time spent during regular hours: 15%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-03 |
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