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Franklin, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-09-29 |
| TX | RA | APPROVED_RES | 2023-04-05 |
| NV | RA | APPROVED | 2021-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Team Llc | Franklin | IN | 02/2021 | Present |
| Star Solutions Llc | Franklin | IN | 05/2015 | Present |
| T&M Mentoring, Llc | Las Vegas | NV | 03/2014 | 01/2022 |
| Wealth Solutions, Llc | Franklin | IN | 03/2014 | Present |
| Mcfie Insurance Llc | Franklin | IN | 12/2014 | Present |
| Thousand Hills International | Franklin | IN | 04/2010 | 02/2024 |
| Sky Ways Llc | Las Vegas | NV | 06/2015 | 01/2022 |
Life Benefits, LLC ; Franklin, IN; Insurance Agent since 12/2014; investment related; 140 hrs/mo;insurance sales Star Solutions LLC; Franklin, IN; Manager/Member since 05/2015; not investment related; 6 hrs/mo; software development and services Wealth Solutions, LLC; Las Vegas, NV; Manager since 03/2014; not investment related; 5 hrs/mo; books and educational material
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-10 |
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