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Roanoke, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| IN | RA | APPROVED | 2024-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vestia Personal Wealth Advisors | Fort Wayne | IN | 03/2019 | 10/2021 |
| Homestead High School | Fort Wayne | IN | 01/2015 | 05/2020 |
| Jonathan Lehman | Fort Wayne | IN | 10/2021 | 12/2023 |
| Randall Lehman | Fort Wayne | IN | 10/2021 | 12/2023 |
| Rob Hayworth | Fort Wayne | IN | 10/2021 | 12/2023 |
| Kevin Bontrager | Angola | IN | 10/2021 | 12/2023 |
| Northwestern Mutual Investment Services Llc | Fort Wayne | IN | 10/2021 | 12/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2022 | 12/2023 |
| Full Of Grace Financial, Llc | Roanoke | IN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-18 |
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