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8275 Allison Pointe Trail Suite 230, Indianapolis, IN 46250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-23 |
Branch Locations
8275 Allison Pointe Trail Suite 230, Indianapolis, IN 46250 • United States
8275 Allison Pointe Trail Suite 230, Indianapolis, IN 46250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-27 |
Branch Locations
8275 Allison Pointe Trail Suite 230, Indianapolis, IN 46250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheaff Brock Investment Advisors, Llc | Indianapolis | IN | 09/2015 | 08/2018 |
| Jp Morgan Securities, Llc | Fishers | IN | 08/2018 | 05/2019 |
| Jp Morgan Chase Bank, N.A. | Fishers | IN | 08/2018 | 05/2019 |
| Innovative Portfolios, Llc | Indianapolis | IN | 08/2021 | 03/2024 |
| Foreside Fund Services, Llc | Indianapolis | IN | 01/2022 | 02/2024 |
| Sheaff Brock Investment Advisors | Indianapolis | IN | 05/2019 | 03/2024 |
| Salzinger Sheaff Brock, Llc | Indianapolis | IN | 05/2019 | 02/2023 |
| Mindset Wealth Management, Llc | Indianapolis | IN | 03/2024 | Present |
| Mindset Asset Management, Llc | Indianapolis | IN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-18 |
| S66 | Uniform Combined State Law Examination | 2014-09-26 |
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