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Wealth Advisory Solutions, LLC CRD 288903
$599M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-07-27 |
Branch Locations
1630 W Oak St Suite 201, Zionsville, IN 46077 • United States
23 E Cedar St, Zionsville, IN 46077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2014-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Investment Management | Zionsville | IN | 04/2003 | Present |
| Wealth Advisory Solutions, Llc | Zionsville | IN | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-23 |
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