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160 W Carmel Dr Ste 253, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vero Wealth, Llc | Carmel | IN | 02/2015 | 09/2019 |
| Cade Group, Inc. Dba Vero Wealth | Carmel | IN | 03/2016 | 09/2019 |
| Raymond James Financial Services, Inc. | Carmel | IN | 03/2016 | 09/2019 |
| Life Insurance Independent Contractor - Dba Vero Wealth | Carmel | IN | 07/2016 | 02/2017 |
| True Wealth Stewards | Carmel | IN | 09/2019 | Present |
| Planner Proverbs Llc | Carmel | IN | 02/2020 | Present |
Planner Proverbs LLC, an education and information company which utilizes writing, speaking, audio and video recording, or other content or media to help teach, inform, and inspire. For educational and entertainment purposes only Title: Owner/CEO Start Date: 02/2020 Approximate total time in this activity: 12 hours per month Approximate time in this activity during trading hours: 0 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-29 |
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