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Jamie Lynn Engle

Cetera Investment Advisers LLC

Indianapolis, IN

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-05-12
  • IN RA
    APPROVED
    Since 2017-05-12

Branch Locations

8711 River Crossing Blvd, Indianapolis, IN 46240 • 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
Mutual Bank Marion IN 07/2009 04/2017
Uvest Financial Services Group, Inc. Charlotte NC 07/2009 04/2017
Lpl Financial Llc Marion IN 07/2011 04/2017
Cetera Investment Services Llc St.CLoud MN 05/2017 Present
First Merchants Bank And Trust Indianapolis IN 05/2017 Present
Cetera Investment Advisers Indianapolis IN 05/2017 Present
  • 07/2009 → 04/2017
    Mutual Bank
    Marion, IN
  • 07/2009 → 04/2017
    Uvest Financial Services Group, Inc.
    Charlotte, NC
  • 07/2011 → 04/2017
    Lpl Financial Llc
    Marion, IN
  • 05/2017 → Present
    Cetera Investment Services Llc
    St.CLoud, MN
  • 05/2017 → Present
    First Merchants Bank And Trust
    Indianapolis, IN
  • 05/2017 → Present
    Cetera Investment Advisers
    Indianapolis, IN
Previous Registrations
  • 2016-09-19 → 2017-05-02
    Lpl Financial Llc
    Muncie, IN
    Marion, IN
    Munice, IN
    Muncie, IN
    Muncie, IN
    Marion, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-16
S63 Uniform Securities Agent State Law Examination 2005-06-11
  • S65 Uniform Investment Adviser Law Examination
    2016-09-16
  • S63 Uniform Securities Agent State Law Examination
    2005-06-11
Other Names
  • Jamie Lynn Engle
  • Jamie Lynn Walden
  • Jamie L Penrod
  • Jamie L Engle

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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