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301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-12-17 |
Branch Locations
301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280 • United States
301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-15 |
Branch Locations
301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280 • United States
301 Pennsylvania Parkway Suite 301, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | Indianapolis | IN | 11/2012 | 10/2024 |
| Trust Investment Advisors | Indianapolis | IN | 10/2024 | Present |
| Trust Investment Advisors Wealth Advisors | Indianapolis | IN | 10/2024 | Present |
Trust Investment Advisors Wealth Management, LLC - affiliated with Trust Investment Advisors, under common control. Sr VP/Investments for both companies. Part-time employee for TIA; independent contract for TIA WM. Start of both positions 10/14/2024. Time will be split between both firms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-01 |
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