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Current Employers
Ipi Wealth Management, Inc.

226 W. Eldorado, Decatur, IL 62522 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-09-04
  • IN RA
    APPROVED
    Since 2019-09-04

Branch Locations

226 W. Eldorado, Decatur, IL 62522 • United States

410 Poplar Street, Fortville, IN 46040 • 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
Blackbaud Europe London 03/2016 04/2018
Blackbaud, Inc. Charleston SC 04/2018 06/2021
Ipiw Decatur IL 06/2021 Present
  • 03/2016 → 04/2018
    Blackbaud Europe
    London
  • 04/2018 → 06/2021
    Blackbaud, Inc.
    Charleston, SC
  • 06/2021 → Present
    Ipiw
    Decatur, IL
Other Businesses

1-REDEEM LLC-9/2019. President, DBA Masthead Advisory Group/Masthead Advisors. Insurance Sales -30 hours a month devoted with roughly 1 hour per day during trading hours. Start 8/12/2022. 2-President of Eberhart Clan Farms, LLC, 20 hours per week, not during market hour. 3- Kingdom Properties, Owner rents current office space at 410 Poplar Fortville, IN, zero hours during trading hours. 4-Root of Academy, President of Board, not investment related. Less 1 hour per week; not during market hours. 5-Financial Peace University, less than 1 hour per week; not during market hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-30
S65 Uniform Investment Adviser Law Examination 2019-09-03
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2019-09-03

View on SEC IAPD

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