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1060 North Capitol Ave Suite 3-101, Indianapolis, IN 46204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-06 |
Branch Locations
1060 North Capitol Ave Suite 3-101, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holistic Financial Partners, Llc | Indianapolis | IN | 06/2015 | 05/2026 |
| Nearside Advisors, Llc | Indianapolis | IN | 04/2026 | Present |
9959 Investments, LLC - Partner - Non-Investment Related - LLC holds rental property for lease. Less than 5% of time per month devoted to 9959 Investments. None during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-06 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-22 |
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