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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-30 |
Branch Locations
8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Indianapolis | IN | 02/2020 | 06/2021 |
| Jpmorgan Chase Bank Na | Indianapolis | IN | 06/2018 | 02/2020 |
| Mark Wise | Indianapolis | IN | 06/2021 | 10/2023 |
| Northwestern Mutual Investment Services Llc | Indianapolis | IN | 08/2021 | 10/2023 |
| Charles Schwab | Indianapolis | IN | 08/2011 | 05/2018 |
| Northwestern Mutual Wealth Management Company | Indianapolis | IN | 08/2021 | 10/2023 |
| Sheaff Brock Investment Advisors, Llc | Indianapolis | IN | 11/2023 | 09/2025 |
| Salzinger Sheaff Brock. Llc | Indianapolis | IN | 11/2023 | 05/2025 |
| Innovative Portfolios, Llc | Indianapolis | IN | 05/2024 | 05/2025 |
| Aw Securities | Indianapolis | IN | 05/2025 | Present |
| Allworth Financial | Indianapolis | IN | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-11 |
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