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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-24 |
| TN | RA | APPROVED | 2025-12-18 |
| IN | RA | APPROVED | 2024-10-14 |
Branch Locations
Huntingdon, TN • United States
200 East 7Th Street, Auburn, IN 46706 • United States
2925 Union Street, Lafayette, IN 46704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Financial Advisors, Llc | Bowling Green | KY | 09/2013 | 04/2017 |
| Clarify Wealth Management, Inc. | Lafayette | IN | 10/2017 | 10/2024 |
| Unemployed | Bruceton | TN | 04/2017 | 10/2017 |
| Lpl Financial Llc | Lafayette | IN | 10/2017 | 10/2024 |
| Cx Institutional, Llc | Cincinnati | OH | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-06 |
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