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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
10401 North Meridian St. Suite 123, Indianapolis, IN 46290 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Indianapolis | IN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Indianapolis | IN | 11/2016 | 08/2020 |
| Wells Fargo Advisors Financial Network, Llc | Indianapolis | IN | 08/2020 | Present |
| &Partners | Nashville | TN | 06/2026 | Present |
DCKC INC POSITION: President NATURE: Personal S-Corp to pay salary and dividends and cover personal business expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/21/2020 ADDRESS: Westfield, IN 46240, United States DESCRIPTION: Manage cash flows and tax payments. BROOKSIDE WEALTH ADVISORS LLC POSITION: Partner NATURE: Wealth Management Practice INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/21/2020 ADDRESS: Indianapolis, IN 46290, United States DESCRIPTION: Partner / Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-27 |
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