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8900 Keystone Crossing Suite 450, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-21 |
| IN | RA | APPROVED | 2022-01-14 |
Branch Locations
8900 Keystone Crossing Suite 450, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 07/2020 | 12/2021 |
| Franklin Township Community School Corporation | Indianapolis | IN | 07/2019 | 07/2020 |
| Anderson Preparatory Academy | Anderson | IN | 01/2019 | 07/2019 |
| Hobby Lobby, Inc. | Pensacola | FL | 03/2016 | 12/2018 |
| National Naval Aviation Museum | Pensacola | FL | 05/2017 | 08/2018 |
| The Alliance | Indianapolis | IN | 09/2019 | 03/2020 |
| Pensacola Christian Academy | Pensacola | FL | 08/2018 | 10/2018 |
| Elser Financial Planning, Inc | Indianapolis | IN | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-08 |
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