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Carmel, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Indianapolis | IN | 07/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Indianapolis | IN | 11/2016 | 08/2021 |
| Axxcess Wealth Management, Llc | Carlsbad | CA | 08/2021 | 02/2022 |
| Williamson Legacy Group | Carmel | IN | 03/2022 | Present |
Market Share Financial, Insurance Agent, life insurance products, paid via commission, $1000/yr, 11611 N. Meridian St. Suite 300 Carmel, IN 46032
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
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