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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-22 |
Branch Locations
1266 Lincoln Park Blvd., Greenwood, IN 46142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Station East Coast Subs | Indianapolis | IN | 06/2020 | 08/2020 |
| Marc Financial | Indianapolis | IN | 08/2020 | 08/2021 |
| Purdue University | West Lafayette | IN | 08/2021 | 12/2024 |
| Towne Park | Indianapolis | IN | 05/2022 | 09/2022 |
| Chipotle Mexican Grill | West Lafayette | IN | 10/2022 | 03/2024 |
| Marc Financial | Indianapolis | IN | 05/2023 | Present |
| Parking Management Company | Indianapolis | IN | 05/2023 | 08/2024 |
| Student | Indianapolis | IN | 08/2010 | 08/2021 |
| Sagepoint Financial, Inc. | Indianapolis | IN | 07/2023 | 09/2023 |
| Osaic Wealth, Inc. | Indianapolis | IN | 09/2023 | Present |
1. DOOR DASH POSITION: Driver NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2025 ADDRESS: 1751 Delaney Drive, Indianapolis IN 46217, United States DESCRIPTION: I deliver food. 2. MARC FINANCIAL INC. POSITION: Registered Administrative Assistant NATURE: S- Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2020 ADDRESS: 1751 Delaney Drive, Indianapolis IN 46217, United States DESCRIPTION: I perform administrative duties as well as assist the financial professional in planning and transactions. 3. SOLE PROPRIETER POSITION: Insurance Sales NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 1751 Delaney Drive, Indinapolis IN 46217, United States DESCRIPTION: I sell life insurance to people who need it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-29 |
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