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9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-11-27 |
Branch Locations
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
145 Gleneagles Road, Campobello, SC 29322 • 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 |
|---|---|---|---|---|
| Self Employed - See Oba Disclosure | Campobello | SC | 04/2002 | Present |
| Targeted Retirement Strategies | Campobello | SC | 10/2008 | Present |
| Thurston Springer Miller Herd & Titak, Inc. | Indianapolis | IN | 07/2015 | Present |
1) LH CONSULTING 145 Gleneagles Road Campobello, SC 29322. VERY PART-TIME CONSULTING FOR CHEMICAL AND AUTOMOTIVE INDUSTRY. STRTD 04/01/02 NOT INVESTMENT RELATED. 1 HR A MO. 1 DURING TRADING. OWNER. 2) TARGETED RETIREMENT STRATEGIES, LLC. 145 Gleneagles Road, Campobello, SC 29322. INVESTMENT RELATED. COMPREHENSIVE FINANCIAL PLANNING, INVESTMENTS & INSURANCE. OWNER. STARTED 11/01/08. 200 HOURS PER MONTH. 100+ DURING TRADING. 3) TARGETED RETIREMENT STRATEGIES, LLC. 145 Gleneagles Road Campobello, SC 29322. VARIOUS INSURANCE APPOINTMENTS AS PART OF A COMPREHENSIVE PLAN, LIFE, HEALTH, DISABILITY, LONGTERM CARE BASED ON CLIENTS NEEDS. STRTD 11/01/08. NON-INVESTMENT RELATED. 24 HOURS/MONTH, ALL DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-05 |
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