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510 E. 96Th Street Suite 400, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-03-13 |
Branch Locations
510 E. 96Th Street Suite 400, 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 |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 09/2013 | 10/2021 |
| Proteus, Llc | Indianapolis | IN | 01/2023 | Present |
| Pnc Private Bank | Indianapolis | IN | 12/2021 | 12/2022 |
| Work Hiatus | Fishers | IN | 10/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-16 |
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