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1120 W Oak St Suite 200, Zionsville, IN 46077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-17 |
Branch Locations
1120 W Oak St Suite 200, Zionsville, IN 46077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 08/2012 | 11/2017 |
| Allianz Life Financial Services Llc | Minneapolis | MN | 11/2017 | 11/2023 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 11/2017 | 11/2023 |
| Unemployed | Noblesville | IN | 11/2023 | 01/2024 |
| Lpl Financial, Llc | Zionsville | IN | 01/2024 | 12/2025 |
| Storen Legacy Partners, Llc | Zionsville | IN | 12/2025 | Present |
| Brass Tax Wealth Management, Llc | Zionsville | IN | 01/2024 | 12/2025 |
| Simplicity Investments | Summit | NJ | 12/2025 | Present |
1.) ZIONSVILLE PARKS FOUNDATION - 10/14/2025 - 49 Boone Village, #185, Zionsville, IN 46077 - Member of Finance Committee, Not Invt Rel, Non Profit Foundation, 5 hrs/mo; 0 hrs/mo (during trading hours). 2.) STOREN LEGACY PARTNERS - 12/17/2025 - 1120 W Oak Street, Zionsville, IN 46077 - Financial Advisor, Financial planning & client relationship mgmt, Invt Rel, RA, 20 hrs/mo; 8 hrs/mo (during trading hours). 3.) STOREN FINANCIAL - 3/4/2024 - 1120 W Oak Street, Zionsville, IN 46077 - Tax Preparer, Tax preparation, Not Invt Rel, Tax Prep/Accounting, 20 hrs/mo; 8 hrs/mo (during trading hours). 4.) STOREN ADVISORY GROUP - 1/1/2024 - 1120 W Oak Street, Zionsville, IN 46077 - Financial Advisor, Financial planning & client relationship mgmt, Invt Rel, RA, 160 hrs/mo; 160 hrs/mo (during trading hours). 5.) Simplicity Investments - 12/23/2025 - 1120 W Oak Street, Zionsville, IN 46077 - Registered Rep, Broker Dealer business, Invt Rel, RR, 5 hrs/mo; 5 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-22 |
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