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Kathleen Elizabeth Hartman

Greenleaf Financial Group

Carmel, IN

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Current Employers
Greenleaf Financial Group

13295 Illinois St Suite 322, Carmel, IN 46032-3022 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2006-03-16
IN RA APPROVED 2006-02-06
  • CA RA
    APPROVED
    Since 2006-03-16
  • IN RA
    APPROVED
    Since 2006-02-06

Branch Locations

13295 Illinois St Suite 322, Carmel, IN 46032-3022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenleaf Financial Group, Llc Indianapolis IN 02/2006 Present
  • 02/2006 → Present
    Greenleaf Financial Group, Llc
    Indianapolis, IN
Previous Registrations
  • 2002-02-26 → 2006-03-08
    Morningstar Investment Services Llc
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-09-06
  • S63 Uniform Securities Agent State Law Examination
    1996-09-06
Designations

View on SEC IAPD

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