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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-05-10 |
Branch Locations
Grant County State Bank 1717 West Kem Road, Marion, IN 46952 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2010-08-02 |
Branch Locations
1717 West Kem Road, Marion, IN 46952 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • 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 |
|---|---|---|---|---|
| Grant Co State Bank | Swayzee | IN | 02/1998 | Present |
| Aag Securities, Inc. | Swayzee | IN | 04/1998 | Present |
| Lincoln Investment | Marion | IN | 08/2010 | Present |
WESTVIEW WESLEYEN CHURCH POSITION: CHURCH TREASURER, MEMBER NATURE: CHURCH INVESTMENT RELATED: NO NUMBER OF HOURS: 24 INVESTMENT RELATED HOURS: 0 START DATE: 10/01/2003 ADDRESS: 1300 W 6TH ST, JONESBORO IN 46938 DESCRIPTION: MAINTAIN CHECKBOOK AND PROVIDE REPORTS FOR LOCAL CHURCH. SERVE ON CHURCH BOARD. GRANT COUNTY STATE BANK POSITION: ASSISTANT TRUST OFFICER, EMPLOYEE NATURE: BANKING INVESTMENT RELATED: NO NUMBER OF HOURS: 32 INVESTMENT RELATED HOURS: 24 START DATE: 03/09/1998 ADDRESS: 102 N WASHINGTON ST, SWAYZEE IN 46986 DESCRIPTION: ASSIST BANK PRESIDENT WITH TRUST DUTIES OF THE BANK, MONITOR ACCOUNTS, PROVIDE REPORTS, MEET WITH TRUST CLIENTS AND MANAGE ASSETS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-08 |
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