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8900 Keystone Crossing Suite 225, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2013-08-21 |
Branch Locations
8900 Keystone Crossing Suite 225, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fi3 Financial Advisors, Llc | Indianapolis | IN | 07/2013 | Present |
O DHI HOLDINGS, LLC - THIS IS A REAL ESTATE HOLDING COMPANY. I AM THE MANAGING MEMBER. THERE ARE TWO MEMBERS, ME AND MY FATHER. WE OWN COMMERCIAL REAL ESTATE PROPERTY THROUGH THIS VEHICLE. SPEND < 3 HOURS PER MONTH ON THIS BUSINESS. Lawrence Township School Foundation; Member of Investment Committee; Review investment portfolio; 1% of time spent with this activity Ardlussa Capital, LLC, 850 New Burton Road, Suite 201, Dover, DE 19904 Private Equity; investor and 1% owner/Series Seed Unit Holder; Carried Interest and Management Fee Central Indiana Community Foundation 01/01/202 Member of Joint Investment Board Review investment portfolio 1% of time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-31 |
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