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3625 E 96Th St, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vision Real Estate | Provo | UT | 05/2018 | 06/2023 |
| Unemployed | Na | UT | 07/2015 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2020 | 03/2021 |
| Northwestern Mutual Investment Services Llc | Provo | UT | 06/2021 | 06/2023 |
| Shane Waller | Provo | UT | 03/2021 | 06/2023 |
| Brandon Halverson | Provo | UT | 01/2022 | 06/2023 |
| Invst Llc | Indianapolis | IN | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
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