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450 E. 96Th Street Suite 500, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-02-09 |
Branch Locations
100 Saw Mill Road Suite 3300, Lafayette, IN 47905 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Lafayette | IN | 12/2015 | Present |
| Center For Wealth Planning Advisors, Inc | Lafayette | IN | 04/2016 | Present |
1. 12/11/2015: BlueSafe Financial LLC DBA BlueSafe Insurance - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 12/2/2015 - 20 Hours Per Month/1 Hour During Securities Trading - Time Spent 10% - Agency Owner - Life & Health Insurance. 2. 12/11/2015: BlueSafe Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/17/2015 - 20 Hours Per Month/1 Hour During Securities Trading - Time Spent 20% - Insurance (Health, Med Sups). 3. 4/4/2016: BlueSafe Financial, LLC - Investment Related - At Reported Business Location(s) - Property and Casualty - Started - 03/18/2016 - 15 Hours Per Month/1 Hour During Securities Trading. 4. 5/11/2016: CENTER FOR WEALTH PLANNING ADVISORS, INC - DBA: (Hybrid) BlueSafe Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/15/2016 - 160 Hours Per Month During Securities Trading. 5. 5/11/2016: Center for Wealth Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/15/2016 - 100 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-11 |
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