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9333 N Meridian St Ste 300, Indianapolis, IN 46260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-12 |
| IN | RA | APPROVED | 2020-05-30 |
Branch Locations
9333 N Meridian St Ste 300, Indianapolis, IN 46260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Financial Services | Indianapolis | IN | 01/2020 | Present |
| Probo Medical | Fishers | IN | 07/2016 | 12/2019 |
PROVIDE ACCOUNTING CONSULTING ADVICE AND/OR BOOKKEEPING WHEN ASKED. APPROXIMATELY TWO TRADING HOURS A MONTH. As an employee of NorthWest Financial Services, Inc. (Indianapolis, IN), adviser maintains an insurance license (investment-related). Adviser spends approximately 2 hours per month during trading hours evaluating and recommending insurance for clients. Insurance license obtained in 2020.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-30 |
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