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9000 Keystone Crossing Suite 400, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-17 |
Branch Locations
9000 Keystone Crossing Suite 400, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Indianapolis | IN | 01/2015 | 08/2023 |
| Park Avenue Securities Llc | Indianapolis | IN | 06/2015 | 08/2023 |
| Wellington Wealth Strategies, Llc | Indianapolis | IN | 08/2023 | 10/2024 |
| The Wellington Grp Llc | Indianapolis | IN | 10/2024 | Present |
1. Insurance Services I sell various insurance products Start: 07/01/2015 Address: 9000 Keystone Crossing #400 Indianapolis, IN 46240 3 bus hrs per month Investment related 2. Wamberg Genomic Advisors Market genomic cancer profiling sequencing - provides details about coding mutations that can contribute to various health issues Start: 06/06/2018 Address: 4330 La Jolia Village Drive San Diego, CA 92122 2 bus hrs per month Not investment related Ag Exit LLC 10/2022 - present Partner/Consulting Consult with farmer & land owners how to efficiently plan their estates & sales 9000 Keystone Crossing Suite 400, Indianapolis, IN 46240 5 hours per month, 0 during trading hours, non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-19 |
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