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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Auburn | IN | 09/2002 | 09/2020 |
| Hefty Wealth Partners, Inc. | Auburn | IN | 06/2010 | 03/2018 |
| Cx Institutional, Llc | Auburn | IN | 03/2018 | Present |
1. 9/7/2011: Acacia Ranch, Inc. - Farm - NOT INV REL - At Reported Business Location(s) - We own a S-corp business that holds the title to our animals and also farms our 65 acres. - 1% Time Spent 2. 9/7/2011: Hefty Real Estate, LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - We own the building from which our building operates. One rental unit. Commerical property. Rent to ourselves. - 1% Time Spent 3. 9/7/2011: Hefty Farms, LLC - Farm - NOT INV REL - At Reported Business Location(s) - We own 65 acres and put it into a LLC. Farm the ground on a custom basis through Acacia Ranch, Inc. which is also owned by me. - 1% Time Spent. 4. 12/5/2018 - VestPro Financial Partners, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2018 - 2 Hours Per Month During Securities Trading. 5. 1/29/2020 - 3:16 Real Estate, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/20/2019 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-01 |
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