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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| IN | RA | APPROVED | 2025-09-26 |
Branch Locations
12574 Promise Creek Lane Suite 136, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bone Dry Roofing | Indianapolis | IN | 05/2019 | 02/2021 |
| Grand Park Sports Complex | Westfield | IN | 05/2017 | 02/2019 |
| Marine Toys For Tot's Foundation, | Indianapolis | IN | 10/2011 | 10/2019 |
| Grace College And Seminary | Winona Lake | IN | 08/2017 | 05/2019 |
| Grace College And Seminary | Winona Lake | IN | 08/2015 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 05/2021 | 11/2023 |
| Resource Planning Group | Fishers | IN | 11/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | 09/2025 |
| Osaic Wealth Inc | Fishers | IN | 09/2025 | Present |
1. Fixed insurance sales; as of 10/18/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Player, Indianapolis Alleycats, Professional Ultimate Frisbee; Located at 1502 W 16th St, Indianapolis, IN 46202, as of 04/24/2025; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3.RESOURCE PLANNING GROUP POSITION: Insurance Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/18/2021 ADDRESS: 12574 Promise Creel Lane, Suite 136, Fishers IN 46038, United States DESCRIPTION: Selling insurance products as needed. I don't really go out of my way to sell insurance, only as I see fit to offer it for specific situations as needed. I can also sell LTC, but again, this is not a large portion of my work as an advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-25 |
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