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17 N Pennsylvania St, Greenfield, IN 46140 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genuine Wealth Management Llc | Greenfield | IN | 03/2021 | Present |
| Dickmann Reason Bogigian & White | Greenfield | IN | 02/2015 | Present |
| Cwm, Llc Dba Dynamic Legacy Planning | Omaha | NE | 07/2021 | Present |
| Dynamic Legacy Planning | Greenfield | IN | 07/2021 | Present |
Dickmann Reason Bogigian & White; Greenfield, IN; Non-investment Related; Owner/Attorney; Provide estate planning and elder law services; Approximately 80 hours per month spent on this activity; Started 02/2015.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-19 |
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