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10 East Main Street Suite 110, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-16 |
| MA | RA | APPROVED | 2025-04-17 |
| IN | RA | APPROVED | 2021-11-02 |
Branch Locations
10 East Main Street Suite 110, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | Indianapolis | IN | 08/2011 | 08/2021 |
| Goelzer Investment Management, Inc. | Indianapolis | IN | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-09 |
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