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West Lafayette, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Oaks Health | Lafayette | IN | 11/2019 | 11/2020 |
| Purdue University | West Lafayette | IN | 08/2015 | 05/2019 |
| Purdue Science Express | West Lafayette | IN | 09/2016 | 05/2019 |
| Student | Ifrane | 05/2019 | 11/2019 | |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2020 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Crown Point | IN | 12/2020 | 01/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2022 | 01/2024 |
| Raymond James & Associates Inc. | Lafayette | IN | 02/2024 | 02/2025 |
| Omni Wealth Planning, Llc | West Lafayette | IN | 02/2025 | Present |
1.)Lafayette Transitional Housing Center, LTHC Homeless Services -Board Member, Finance/Investment Committee Member -Internal financial review and education(no product or investment recommendations), strategic vision planning, approval and analysis of LTHC's community and staff involvement, engagement in volunteer services such as cooking, gathering supplies, advocacy. -815 N 12th St, Lafayette, IN, 47904 about 2-10 hours a month 2.)Business owner - Omni Growth Systems -Develop and prepare workshops, educational material and seminars that educate on social sciences and personal development. Deliver keynote speeches about personal growth and overcoming adverse and challenging life events. -Works approximately 30 hours a month. Is not investment-related and no recommendations are made.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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