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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Indianapolis | IN | 10/2015 | 03/2019 |
| Princor Financial Services Corporation | Indianapolis | IN | 10/2015 | 03/2019 |
| Centennial Group | Indianapolis | IN | 01/2017 | 03/2019 |
| Union Financial | Indianapolis | IN | 12/2017 | 03/2019 |
| Lincoln Financial Advisors | Indianapolis | IN | 03/2019 | 07/2024 |
| Savvy | Carmel | IN | 12/2025 | Present |
| Lauber Financial | Indianapolis | IN | 07/2023 | 12/2025 |
1) LAUBER FINANCIAL 8900 N KEYSTONE CROSSING SUITE 535 INDIANAPOLIS, IN 46220 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS TRADITIONAL LIFE INSURANCE. START DATE: 03/2019 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 80. 2) Ash Brokerage, non-investment related, Noblesville, IN, fixed insurance, representative, 06/19/2026, 10 hours/week some of this during trading, write fixed insurance products (Life and DI)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-21 |
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