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10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-30 |
Branch Locations
10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indianapolis Fire Department | Indianapolis | IN | 05/2014 | Present |
| Wellington Wealth Strategies, Llc | Indianapolis | IN | 03/2021 | Present |
| United States Air Force Reserve | Grissom Arb | IN | 02/2006 | Present |
| Bck Properties | Indianapolis | IN | 08/2019 | Present |
| Strive Financial Group, Llc | Indianapolis | IN | 09/2024 | Present |
Strive Financial Group, LLC; Investment Related; Indianapolis, IN; Insurance Agent; Fixed Insurance sales; Started 09/2024; Approximately 48 hours per month spent; Approximately 48 hours per month spent during securities trading hours. Wellington Wealth Strategies, LLC; Investment Related; Indianapolis, IN; Started 11/2019; Investment Advisor Representative; Provide investment advisory services; Will remain dually registered through the transition of business. BCK Properties; Not Investment Related; Indianapolis, IN; Started 08/2019; Manager; Approximately 20 hours per month; Approximately 0 hours per months spent during securities trading hours. Indianapolis Fire Department; Not Investment Related; Indianapolis, IN; Started 05/2014; Approximately 224 hours per month spent; Approximately 0 hours spent per month spent during securities trading hours. United States Air Force Reserve; Not Investment Related; Grissom ARB, IN; Started 02/2006; Approximately 16 hours per month spent; Approximately 0 hours per month spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
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