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500 E. 96Th Street Suite 125, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-13 |
| TX | RA | APPROVED_RES | 2025-01-10 |
Branch Locations
500 E. 96Th Street Suite 125, 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 |
|---|---|---|---|---|
| Invst | Indianapolis | IN | 08/2016 | 11/2024 |
| Elevated Financial Group, Llc | Indianapolis | IN | 11/2024 | Present |
INSURANCE AGENT. VARIOUS CARRIERS. MAY RECEIVE DIRECT AND INDIRECT RESIDUAL COMPENSATION. 20 HRS,/ MONTH. JPM CONSULTING, LLC. MANAGING MEMBER. ENTITY USED FOR BOOKKEEPING PURPOSES FOR COMPENSATION RECEIVED. NOT INVESTMENT RELATED. 5 HRS./MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-17 |
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