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11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-03-09 |
Branch Locations
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group, Ltd | Carmel | IN | 02/2021 | Present |
| State Farm | Bloomington | IL | 05/2003 | 01/2021 |
As part of my role as an Oxford Investment Fellow, I serve on Limited Partner Advisory Committees for certain underlying investment funds where an Oxford private fund is a limited partner and receive no compensation for this role.
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