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8900 Keystone Crossing Suite 225, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2015-06-22 |
Branch Locations
8900 Keystone Crossing Suite 225, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fi3 Financial Advisors, Llc | Indianpolis | IN | 01/2015 | Present |
Presbyterian Foundation title-Director duty-Board governance not investment related 4 hrs/mo Penrod Society LTD 1/1/2024 Treasurer + Board Member Governance/Financial Management Percentage of your time spent in activities involving the organization:1%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-22 |
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