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11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-09 |
| FL | RA | APPROVED | 2024-05-02 |
| IL | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2017-01-01 |
| IN | RA | APPROVED | 2016-07-18 |
Branch Locations
11711 N. Meridian Street Suite 600, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group, Ltd. | Carmel | IN | 05/2016 | Present |
Valiant Foundation, Inc. / Investment-related / 6325 Beaver Creek Ct, Fort Wayne, IN 46814 / Charitable Giving Foundation / Vice President / Vice President / May 22nd, 2023 / 1 hour / 1 hour / Reviewing Quarterly Grants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-20 |
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