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5455 W 86Th St Suite 205, Indianapolis, IN 46268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-26 |
| TX | RA | APPROVED_RES | 2018-10-11 |
| IN | RA | APPROVED | 2017-06-28 |
Branch Locations
5455 W 86Th St Suite 205, Indianapolis, IN 46268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors, Llc | Indianapolis | IN | 10/2015 | 06/2017 |
| An Exceptional Life Financial, Llc | Indianapolis | IN | 06/2017 | Present |
Dalton Education (Cerifi)/Not investment-related/3655 Brookside Pkwy, Ste 280, Alpharetta, GA 30022/Professional education/Instructor for the CERTIFIED FINANCIAL PLANNER? (CFP®) education program/January 2024/20 hours per month/2 hours per month during market hours/Teaching courses of the CFP® education program/Not a material conflict of interest, nor adverse effect on ability to serve clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2013-05-31 |
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