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Zionsville, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-08 |
| IN | RA | APPROVED | 2023-08-08 |
| TX | RA | APPROVED | 2017-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 02/2013 | 12/2016 |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2013 | 12/2016 |
| Tactical Wealth Partners, Llc | Zionsville | IN | 12/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-19 |
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