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Jonathan Wayne Harrier

Cfg Wealth Management Services Inc

Indianapolis, IN

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Current Employers
Cfg Wealth Management Services Inc

9840 Westpoint Drive Suite 150, Indianapolis, IN 46256 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-19
FL RA APPROVED 2012-04-24
CA RA APPROVED 2011-06-10
IN RA APPROVED 2009-08-04
  • TX RA
    APPROVED_RES
    Since 2021-04-19
  • FL RA
    APPROVED
    Since 2012-04-24
  • CA RA
    APPROVED
    Since 2011-06-10
  • IN RA
    APPROVED
    Since 2009-08-04

Branch Locations

9840 Westpoint Drive Suite 150, Indianapolis, IN 46256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfg Wealth Mgmt Services Inc Indianapolis IN 03/2002 Present
  • 03/2002 → Present
    Cfg Wealth Mgmt Services Inc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-03
S63 Uniform Securities Agent State Law Examination 1998-04-06
  • S65 Uniform Investment Adviser Law Examination
    2009-08-03
  • S63 Uniform Securities Agent State Law Examination
    1998-04-06
Designations

View on SEC IAPD

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