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9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-10-04 |
Branch Locations
9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larson Financial Group | Fort Wayne | IN | 09/2012 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Wayne | IN | 01/2018 | 09/2019 |
| Vestia Wealth Advisors | Fort Wayne | IN | 10/2019 | Present |
| Ausdal Financial Partners, Inc. | Davenport | IA | 04/2021 | Present |
1. VESTIA PERSONAL WEALTH ADVISORS; INVESTMENT RELATED; FORT WAYNE, IN; RIA; IAR; ACTIVITY BEGAN 10/2019; I DEVOTE APPX 160 HOURS PER MONTH ALL DURING TRADING HOURS TO THIS ACTIVITY; CLIENT SERVICE ADMINISTRATOR PROCESSING SERVICE REQUESTS FOR VUL'S AND VA'S. 2. INSURANCE SALES; INVESTMENT RELATED; FORT WAYNE, IN; INSURANCE SALES; CLIENT SERVICE ADMINSTRATOR; ACTIVITY BEGAN 07/2021; I DEVOTE APPX 5 HOURS TO THIS ACTIVITY ALL DURING BUSINESS HOURS; DISCUSS INSURANCE PRODUCTS WITH CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-20 |
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