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10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-30 |
| IN | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED | 2024-10-30 |
Branch Locations
10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States
Spring Grove, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Grayslake | IL | 08/2018 | 08/2021 |
| Mml Investors Services | Grayslake | IL | 05/2019 | 08/2021 |
| Assurance Technologies, Inc. | Bartlett | IL | 07/2011 | 08/2018 |
| Trustwealth Strategies | Indianapolis | IN | 08/2021 | 08/2023 |
| Wellington Wealth Strategies Llc (Trustwealth Strategies) | Spring Grove | IL | 09/2023 | Present |
| Strive Financial Group, Llc | Spring Grove | IL | 09/2024 | Present |
Strive Financial Group, LLC; Investment Related; Indianapolis, IN; Insurance Agent; Fixed Insurance sales; Started 09/2024; Approximately 80 hours per month spent; Approximately 80 hours per month spent during securities trading hours. Wellington Wealth Strategies, LLC; Investment Related; Indianapolis, IN; Started 11/2019; Investment Advisor Representative; Provide investment advisory services; Will remain dually registered through the transition of business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-23 |
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