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11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-25 |
| IN | RA | APPROVED | 2021-03-19 |
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 |
| Pendyne Capital Llc | Naples | FL | 10/2017 | 02/2021 |
| Indiana Public Retirement System | Indianapolis | IN | 04/2012 | 10/2017 |
The Local Butcher, LLC-9/2015-part owner-not investment related-no compensation. Non investment related businesses and receives customary compensation: Stryve Foods, Inc-4/2018-Board Member (Client Related); Mayfair-Tile Redi, LLC-3/2022-Board Member; Mayfair-IDW, Inc.- 6/2021-Board Member. Non investment related businesses, no compensation: Top Echelon Software Holdings, LLC-8/2018-Board Member (Client Related); Indianapolis Symphony Orchestra Foundation-2015-Board Member and Investment Committee Member; Baseline Fitness, LLC-2/2024-CEO & Secretary, Board Member; Baseline Fitness Buyer, LLC-2/2024-CEO & Secretary; Baseline Fitness Topco, LLC-2/2024-CEO & Secretary. Investment related, no compensation: Pacenote Capital, LLC-8/2018-Advisory Board Member (Client Related).
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