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550 Congressional Blvd. Suite 350, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-07 |
| IN | RA | APPROVED | 2019-03-08 |
Branch Locations
550 Congressional Blvd. Suite 350, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Wealth Advisors,Inc. | Indianapolis | IN | 06/2014 | 03/2019 |
| Catalyze Wealth Management | Zionsville | IN | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-09 |
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