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6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-01-19 |
Branch Locations
6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scotttrade | Fort Wayne | IN | 02/2014 | 01/2018 |
| Royal Alliance | Fort Wayne | IN | 01/2018 | Present |
| Financial Planning Services | Fort Wayne | IN | 12/2021 | Present |
| Financial Planning Servcies | Fort Wayne | IN | 01/2018 | Present |
1) FINANCIAL PLANNING SERVICES POSITION: Registered Assistant/Paraplanner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/02/2018 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: As a registered assistant, I provide support to the four advisors of Financial Planning services. I do data entry, process account opening paperwork, generate proposals, and process distributions and account deposits. 2) FINANCIAL PLANNING SERVICES - INSURANCE POSITION: Paraplanner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2018 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: I have my insurance license but do not produce
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
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