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9000 Keystone Crossing 7Th Floor, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-11-06 |
Branch Locations
9000 Keystone Crossing 7Th Floor, Indianapolis, IN 46240 • United States
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-26 |
Branch Locations
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-03-08 |
Branch Locations
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • 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 |
|---|---|---|---|---|
| Rii Trading | Northfield | IL | 01/2013 | 10/2016 |
| Platinum Financial | Chicago | IL | 01/2013 | 12/2017 |
| David A. Noyes & Co. | Chicago | IL | 08/2014 | 08/2019 |
| Noyes Advisors Llc | Chicago | IL | 08/2015 | 08/2019 |
| Simplex Trading, Llc | Chicago | IL | 01/2018 | 12/2018 |
| Bristal Lane Group | Carmel | IN | 08/2019 | Present |
| Proteus, Llc | Indianapolis | IN | 10/2019 | Present |
| Great Point Capital, Llc | Chicago | IL | 10/2020 | 07/2024 |
| Morris Group, Inc. | Indianapolis | IN | 10/2020 | Present |
| Thurston Springer Financial | Indianapolis | IN | 02/2021 | Present |
| T.S. Phillips Investments Inc. | Oklahoma City | OK | 04/2022 | Present |
| Peak Brokerage Services, Llc | Jupiter | FL | 11/2022 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 11/2022 | Present |
| Quincy Wells Capital | Chicago | IL | 01/2026 | Present |
1) Financial Services Holding, LLC., President, Partner, President, and Board member. Hours spent during trading hours, five hours monthly. 2)Bristal Lane Group, Non-Investment Related, Carmel, IN, Consulting to firms in the financial services industry & tax and accounting, 40 hours a week. 08/2019 - Present. Roster of firms serviced may change and is reflected in current registrations listed on CRD. 3) Adept Investments, LLC, Real Estate Venture not investment related. 5 hours a month not during trading hours. Partner 4) TruEdge Advisors LLC Investment Advisor to real estate fund, Owner. Approx 3 hours during trading hours a month; approx 3 hours outside normal trading hours a month 5) Building Materials Logistics; Partner; Accounting and Finance duties, Non Invest Related; 1 hour during trading hours a month; compensation is percentage of profit
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-27 |
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