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4321 Flagstaff Cove, Fort Wayne, IN 46815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-10 |
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