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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University Fort Wayne | Fort Wayne | IN | 01/2013 | 05/2018 |
| Cebolla's Mexican Grill | Fort Wayne | IN | 06/2015 | 04/2017 |
| American Equipment Grp | Fort Wayne | IN | 05/2017 | 03/2019 |
| Old National Bank | Fort Wayne | IN | 03/2019 | 08/2019 |
| Cx Institutional | Auburn | IN | 08/2019 | Present |
| Miller Private Wealth | Oklahoma City | OK | 11/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-07 |
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