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150 W Market St, Suite 712, Indianapolis, IN 46204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-10 |
| IN | RA | APPROVED | 2025-01-22 |
Branch Locations
150 W Market St, Suite 712, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| An Exceptional Life Financial, Llc | Indianapolis | IN | 03/2020 | Present |
| Full-Time Education | Carmel | IN | 05/2019 | 03/2020 |
| Indiana Public Retirement System | Indianapolis | IN | 05/2013 | 05/2019 |
Summit Wealth Solutions, LLC is a non-investment related business located at 13592 Kensington Pl, Carmel, IN 46032. This business offers tax preparations for existing clients. I am an agent and I'm also the founder. My relationship started on November 22, 2024. This work is seasonal and done primarily in February and March. I anticipate about 10-15 hours a month to be dedicated to tax preparation. This work can be done outside of trading hours and is done primarily on weekends. My duty is to oversee all client interactions, ensuring accurate and timely tax returns.
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