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7400 Shadeland Ave Suite 220, Indianapolis, IN 46250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2021-11-30 |
| IN | RA | APPROVED | 2021-06-01 |
Branch Locations
7400 Shadeland Ave Suite 220, Indianapolis, IN 46250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantum Financial Services Inc | Indianapolis | IN | 06/2021 | Present |
| Sei Investments | Indianapolis | IN | 07/2015 | 05/2021 |
Name of other business: Marr Family Limited Partnership Investment-related: No Address: 5005 N Marr Road, Columbus, IN 47203 Nature of other business: Agricultural/Commercial real estate leasing Position: Limited Partner Start date of relationship: 12/2000 Approx. hours/month: 2 Approx. hours during trading hours: 0 Duties: General management/administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-24 |
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