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Current Employers
Apple Tree Asset Management, Llc

4321 Flagstaff Cove, Fort Wayne, IN 46815 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-08-06
  • IN RA
    APPROVED
    Since 2021-08-06

Branch Locations

4321 Flagstaff Cove, Fort Wayne, IN 46815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Apple Tree Asset Management, Llc Fort Wayne IN 08/2020 Present
Apple Tree Asset Management, Llc Fort Wayne IN 08/2021 Present
Warsaw Christian School Warsaw IN 08/1988 06/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-10
  • S65 Uniform Investment Adviser Law Examination
    2021-06-10

View on SEC IAPD

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