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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-10 |
| IN | RA | APPROVED | 2021-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chops Steak And Seafood | Fort Wayne | IN | 06/2014 | 01/2018 |
| Bryler Lane Winery | Auburn | IN | 03/2018 | Present |
| Dekalb High School | Waterloo | IN | 05/2016 | 06/2020 |
| Credent Wealth Management | Auburn | IN | 06/2020 | Present |
Name of other business: Byler Lane Winery; Inv related: No; Address: 5858 Co Rd 35, Auburn, IN 46706; Nature of business: Service industry; Position: Shift Manager/Server; Start date: March 26, 2018; Approx. # of hours/month: 16, 0 during trading hours; Describe duties: It is my responsibility to open the winery, stock wine and food, and perform closin duties including cleaning responsibilites and counting cash drawer at the end of a shift.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-17 |
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