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12726 Coldwater Road, Fort Wayne, IN 46845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-05 |
| IN | RA | APPROVED | 2000-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 04/2000 | 08/2017 |
| Wealth Advisors Group | Fort Wayne | IN | 04/2000 | Present |
(1) 04/28/2000 - NICH PROPERTIES, LLC - inv rel - Real Estate Rental - LANDLORD FOR PROFESSIONAL OFFICE BUILDING (2) 10/31/2012 - ASH BROKERAGE - inv rel - 26 COLDWATER ROAD, FORT WAYNE, IN 46845 - NON-VARIABLE INSURANCE - GENERAL AGENCY FOR INSURANCE BUSINESS - 1% OF TIME SPENT - Ins types: life, disability, long-term care, fixed annuities (3) 11/07/2012 - JLD CFP, INC - ACCOUNTING PURPOSES ONLY - USED ONLY FOR ACCOUNTING PURPOSES - 1% OF TIME SPENT (4) 02/26/2015: WEALTH ADVISORS GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 12726 COLDWATER ROAD FORT WAYNE, IN 46845 - START 03/01/1991 - 80 HR/MO ALL DURING SECS TRDG HRS (5) 03/03/2015 - SECURITIY FINANCIAL SERVICES, INC. - REGISTERED INVESTMENT ADVISOR - (HYBRID) WEALTH ADVISOR GROUP - TIME SPENT 80 HOURS PER MONTH - FORT WAYNE, IN
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-14 |
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