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672 Main Street Suite 300, Lafayette, IN 47901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-06 |
Branch Locations
672 Main Street Suite 300, Lafayette, IN 47901 • United States
2705 S. Berkley Rd Sutie 1B, Kokomo, IN 46902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Indianapolis | IN | 05/2021 | 02/2025 |
| Mml Investors Services, Llc | Indianapolis | IN | 06/2021 | 02/2025 |
| Echelbarger Precision Machining | Kokomo | IN | 05/2015 | 08/2019 |
| Student | West Lafayette | IN | 05/2011 | Present |
| Lpl Financial Llc | Boston | MA | 05/2020 | 07/2020 |
| Gettings Reed Financial | Lafayette | IN | 02/2025 | Present |
Headline Reads Properties, LLC INV REL: Y ADD: Residential Address NATURE: Rent out residential properties of tenants POSITION: Partner of LLC START DATE: 02/27/23 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: 50% owner of a rental house. I will handle some of the repair work then none of the tenant facing work. Propellor Properties LLC, 20% owner, real estate related, none during trading hours, not investment related. CGBE Properties LLC 50% owner, real estate related, none during trading hours, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-20 |
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