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4571 County Road 35, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-12-13 |
| TX | RA | APPROVED | 2017-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primevest Financial | St Cloud | MN | 05/2009 | 07/2017 |
| Star Financial Bank | Fort Wayne | IN | 01/2009 | 11/2017 |
| Pathway Financial Advisers, Llc | Auburn | IN | 11/2017 | 01/2025 |
| Pathway Financial Advisers, Llc | Auburn | IN | 01/2025 | Present |
David Reynolds Tracey is the owner of Financial Building, LLC DBA Covenant Properties. This building was purchased by David Tracey (50%), Austin Miller (25%), Steve Post (12.5%) & Joel Grimm (12.5%) in Auburn, Indiana for the purpose of renting it to the Investment Firm Pathway Financial Advisers, LLC & an accounting/tax Firm Pfister & Miller, Inc. His responsibilities include managing the real estate property for the tenants of Pathway Financial Advisers, LLC & Pfister & Miller, Inc. 5 hours a month are devoted to this activity during trading hours. 10 hours a month are devoted to this activity outside of trading hours. 0 yearly compensation is expected to be derived from this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-17 |
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