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9000 Keystone Crossing Suite 400, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-17 |
Branch Locations
9000 Keystone Crossing Suite 400, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Indianapolis | IN | 08/2019 | 08/2023 |
| Magnolia Bank | Fishers | IN | 01/2019 | 05/2019 |
| Unemployed | Carmel | IN | 05/2019 | 08/2019 |
| Ball State University- Mba School Of Business | Muncie | IN | 08/2017 | 01/2019 |
| Point Blank Range And Gun Shop | Carmel | IN | 05/2017 | 08/2017 |
| Ball State University- Undergrad: Miller College Of Business | Muncie | IN | 08/2015 | 05/2017 |
| Park Avenue Securities | Indianapolis | IN | 04/2022 | 08/2023 |
| Wellington Wealth Strategies, Llc | Indianapolis | IN | 08/2023 | 10/2024 |
| The Wellington Grp Llc | Indianapolis | IN | 10/2024 | Present |
Insurance services outside of Guardian: Selling various insurance products outside of Guardian and Innovative Underwriters. Start Date: 05/27/2020 Address: 9000 Keystone Crossing, Suite 300, Indianapolis, Indiana 46240 5 hours per month will be spent on this Outside Business Activity 5 hours per month during normal securities trading hours Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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