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121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-03 |
Branch Locations
121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States
3815 River Crossing Parkway Office 100, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ball State University (Student) | Muncie | IN | 08/2017 | 05/2021 |
| Lion Street Financial | Merrillville | IN | 08/2021 | 05/2023 |
| Aponte Construction Llc. | Michigan City | IN | 05/2020 | 08/2020 |
| Chesterton High School | Chesterton | IN | 08/2013 | 05/2017 |
| The Atkins Group | Champaign-Urbana | IL | 05/2019 | 08/2019 |
| Lpl Financial Llc | Lafayette | IN | 07/2023 | 12/2025 |
| Wellington Investment Advisors | Bloomington | IN | 01/2026 | Present |
| Private Client Services | Bloomington | IN | 01/2026 | Present |
| Csenge Advisory Group | Clearwater | FL | 08/2021 | 05/2023 |
Wellington Investment Advisors; investment-related; 121 E 6th Street, Suite 2, Bloomington, IN 47408; RIA; investment adviser representative; start date 01/2026; number of hours per month: 160; number of hours per month during trading hours: 130.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-03 |
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