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1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-09-28 |
Branch Locations
1630 West Oak Street, Zionsville, IN 46077 • United States
1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Indianapolis | IN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Indianapolis | IN | 11/2016 | Present |
| Wealth Advisory Solutions, Llc | Zionsville | IN | 09/2019 | Present |
PASSION PARK, LLC; INVESTMENT RELATED; ELLETTSVILLE, IN; LLC FOR RENTAL PROPERTY; 100% OWNERSHIP WITH SPOUSE; START DATE = 08/01/13; 1-5 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS.- RED HILL PROPERTIES, LLC; INVESTMENT RELATED; ELLETTSVILLE, IN; LLC FOR RENTAL PROPERTY; 100% OWNERSHIP WITH SPOUSE; START DATE = 08/15/13; 1-5 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS. SANDJ'S TOYS LLC; NOT INVESTMENT RELATED; ZIONVILLE, IN; BUY AND SELL HISTORIC CARS; CO-OWNER; START DATE 10/2013; 5 HRS PER MONTH; 0 HRS DURING TRADING. DEER FOREST LLC; NON-INV; ELLETTSVILLE, IN; 100% OWNERSHIP WITH SPOUSE; GROWING TIMBER; START: 08/20/2013; HOURS: 10 PER MONTH - 0 DURING TRADING; DUTIES: PLANT TREES TMCG, LLC; INVESTMENT RELATED; INDIANAPOLIS,IN; 20% OWNERSHIP; START DATE 08/19/2019; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOUS DURING TRADING 130; PROVIDING INVESTMENT MANAGEMENT ADVICE TO CLIENTS OF RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-04 |
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