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2454 E. 116Th Street, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2006-01-06 |
Branch Locations
9200 Keystone Crossing Suite 150, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nikki Wheeler, Cpa | New Palestine | IN | 08/1991 | Present |
| Intrepid Financial Planning | Indianapolis | IN | 08/1999 | Present |
| Morris Group | Indianapolis | IN | 01/2004 | Present |
NIKKI WHEELER CPA, P.C. - NOT INVESTMENT RELATED 8232 E Hi-Acre Dr. Madison IN 47250 CPA FIRM/ PRESIDENT & 100% SHAREHOLDER/START DATE 7/27/98 AN IA FOR INTREPID RIA 120 HRS/MONTH; 100 HRS/MONTH DURING TRADING HOURS TAX RETURN PREP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-08 |
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