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130 West Main Street #100, Fort Wayne, IN 46802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| IN | RA | APPROVED | 2025-01-16 |
Branch Locations
130 West Main Street #100, Fort Wayne, IN 46802 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Indianapolis | IN | 05/2016 | 12/2016 |
| Mml Investors Services | Indianapolis | IN | 07/2016 | 12/2016 |
| Pruco Securities Llc | Indianapolis | IN | 12/2016 | 10/2019 |
| Prudential | Indianapolis/Fort Wayne | IN | 04/2017 | 11/2019 |
| Indiana Farm Bureau | Indianapolis | IN | 06/2020 | 04/2022 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 09/2020 | 04/2022 |
| Unemployed | Fort Wayne | IN | 11/2019 | 07/2021 |
| Westpoint Financial | Indianapolis | IN | 04/2016 | 12/2016 |
| Farm Bureau Marketing Securities Llc | Anderson | IN | 07/2021 | 04/2022 |
| Tradewell Tax & Financial | Fort Wayne | IN | 04/2022 | Present |
| Secure Asset Management, L.L.C. | Troy | MI | 04/2022 | Present |
| Tradewell Securities Llc | Fort Wayne | IN | 09/2024 | Present |
Licensed Insurance Agent; Investment Related: Indiana Tax Advisory Group Inc. Liagan Brothers Corporation - owner for insurance RECOMENDING INSURANCE PRODUCTS TO CONSUMERS. THE COMMISSIONS I RECEIVED ARE PAID BY THE INSURANCE COMPANY, NOT THE CLIENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-16 |
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