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11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-04 |
| IN | RA | APPROVED | 2025-10-31 |
Branch Locations
One Buckhead Plaza, 3060 Peachtree Rd Nw Suite 470, Atlanta, GA 30305 • United States
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Wealth Services/Mercer Allied | Atlanta | GA | 06/2014 | 10/2025 |
| Oxford Financial Group, Ltd. | Carmel | IN | 10/2025 | Present |
Professor at The American College of Financial Services, an educational institution. Activity will take place from Atlanta, GA. Organization is not primarily engaged in investment-related activity. Start Date: 07/2022. Ten hours per month. Duties include lecturing in the organization's graduate program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-03 |
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