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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| IN | RA | APPROVED | 2016-10-20 |
Branch Locations
105 Frontage Road, Columbia City, IN 46725 • United States
Columbia City, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Star Financial Bank | Columbia City | IN | 02/2016 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2016 | Present |
| Cetera Investment Advisors | Columbia City | IN | 10/2016 | Present |
1.) SALE OF FIXED INSURANCE TO BE WRITTEN THROUGH SWM AGENCY, LLC AND JBC COMPANIES (DBA FOR JACKSON BROKERAGE CORP) 2.) BOARD MEMBER FOR YMCA OF WHITLEY COUNTY; ATTEND MONTHLY MEETINGS TO PROVIDE GUIDANCE TO YMCA 3.) TROY SCHOOL, BOARD MEMBER, HELP PLAN ANNUAL FUNDRAISER, FIND DONORS, SET SCHOOL POLICY AND PLAN MARKETING, 1-2HRS/WK 4.) RENTAL PROPERTY, 50% OWNER, 0/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-14 |
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