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375 N. Madison Avenue, Greenwood, IN 46142-3636 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-10-10 |
Branch Locations
375 N. Madison Avenue, Greenwood, IN 46142-3636 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Indianapolis | IN | 06/2016 | 02/2017 |
| Foresters Financial Services | Indianapolis | IN | 02/2017 | 04/2019 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 05/2019 | 08/2020 |
| Financial Plans & Strategies, Inc. | Greenwood | IN | 09/2020 | Present |
Financial Planning Investments Inc. Greenwood IN Owner/Insurance Agent Since 10/2025 Not Investment Related MVMT House Indianapolis IN Investor/Shareholder Since 10/2025 Not Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-19 |
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