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500 E. 96Th Street Suite 125, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED_RES | 2025-01-10 |
Branch Locations
500 E. 96Th Street Suite 125, Indianapolis, IN 46240 • 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 |
|---|---|---|---|---|
| Invst, Llc | Indianapolis | IN | 08/2016 | 11/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2016 | Present |
| Elevated Financial Group, Llc | Indianapolis | IN | 11/2024 | Present |
1) Elevated Financial Group, LLC. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 11/21/2024. 40 hrs/ month; all during trading hours. Financial advisor for an RIA doing financial planning and asset management for client 2)Insurance Related Sales. Investment Related. 3625 East 96th Street, Indianapolis, IN 46240. Insurance Sales. Broker. 01/2001. 20 Hrs/Mo; 10 Hrs/Mo During Trading Hours. Duties Include Insurance Sales and Presentations as they Relate to the Clients Financial Planning Agreement. 3) PKS Financial. Investment Related. 18 Corporate Woods Blvd, Albany, NY 12211. Insurance Sales. Broker. 08/2016. 5 Hrs/Mo; 5 Hrs/Mo During Trading Hours. Insurance Sales and Proposals for Financial Advisory Clients. 4) Thistle Investments. Investment Related for Personal Investments Only. 14247 Waterway Blvd, Fishers, IN 46040. Investment in Land. Member. 04/2018. 0 Hrs/Mo. Limited Partner of the Investment. 5) Pivotal Investments, LLC. Bookkeeping Entity for compensation received. Not Investment Related. Managing Member. 2 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-26 |
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