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384 N Madison Ave Ste. 200, Greenwood, IN 46142 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2010-07-08 |
Branch Locations
384 N Madison Ave Ste. 200, Greenwood, IN 46142 • 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 |
|---|---|---|---|---|
| Shared Office Leasing | Greenwood | IN | 10/1996 | Present |
| Indiana University | Bloomington | IN | 01/2003 | 06/2017 |
| Koon Financial Planning & Consulting, Llc | Greenwood | IN | 05/2010 | 03/2021 |
| Koon Financial Planning & Consulting, Llc | Greenwood | IN | 03/2021 | Present |
| Koon Financial Planning & Consulting, Llc | Greenwood | IN | 01/2024 | Present |
10/1996-PRESENT,SHARED OFFICE LEASING, (AKA Madison Properties Management, LLC) GREENWOOD, IN, COMMERCIAL RENTAL OF REAL ESTATE,OWNER/MEMBER, NOT INVESTMENT RELATED, 5 HRS/MO. DEVOTED TO BUSINESS, 0 DAILY HRS. DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-15 |
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