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7320 Us 31 S, Indianapolis, IN 46227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-04-01 |
| VA | RA | APPROVED | 2025-03-31 |
| WV | RA | APPROVED | 2020-01-10 |
| FL | RA | APPROVED | 2020-01-07 |
| IN | RA | APPROVED | 2020-01-02 |
| TX | RA | APPROVED | 2020-01-02 |
Branch Locations
7320 Us 31 S, Indianapolis, IN 46227 • United States
St. Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Wheeling | WV | 02/2009 | 12/2019 |
| Raymond James Financial Services Advisors, Inc. | Wheeling | WV | 02/2009 | 12/2019 |
| Skybridge Investments Llc. | Wheeling | WV | 05/2010 | 12/2018 |
| Bookends Financial Planning (Wetzel Investment Advisors Inc.) | St. Petersburg | FL | 01/2009 | 01/2023 |
| Bookends Financial Planning (Wetzel Investment Advisors, Inc.) | St. Petersburg | FL | 01/2023 | Present |
Bookends Realty, LLC, is a non securities investment-related business located at 7320 US 31 S, Indianapolis, IN 46227 that began in 01/2018. Bookends Realty, LLC is a real estate holding company. Robert H. Wetzel is the owner and president, spending approximately 1 hour a month devoted to this business, none of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-22 |
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