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7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-02 |
| NC | RA | APPROVED | 2026-04-28 |
| MI | RA | APPROVED | 2026-03-02 |
| IN | RA | APPROVED | 2025-08-29 |
Branch Locations
7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-12 |
Branch Locations
7820 Innovation Blvd, Indianapolis, IN 46278 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caris Financial Holdings | Indianapolis | IN | 04/2023 | Present |
| Mercy College | Dobbs Ferry | NY | 01/2022 | 03/2023 |
| Integrity Alliance, Llc | Indianapolis | IN | 08/2024 | 01/2025 |
| Student | Spartanburg | SC | 08/2014 | 08/2022 |
| Gradient Advisors, Llc | Arden Hills | MN | 01/2025 | 08/2025 |
| Civitas Financial Llc | Indianapolis | IN | 08/2025 | Present |
| Civitas Alliance Llc Dba Civitas Benefits Group | Indianapolis | IN | 07/2024 | Present |
| Gradient Investments, Llc | Arden Hills | MN | 03/2026 | Present |
(1) Caris Financial Holdings; Not investment related; 7820 Innovation Blvd Ste 225 Indianapolis IN 46278; Finance; Finance Manager; 04/01/2023; 20 hours per month; 14 hours during security hours; Help optimize profit, expenses, and revenue via creation of automated reports. I also work directly with the operations department on execution of current and new systems via the data and tracking of financial forecasting and analytics. (2) American Senior Benefits; Investment related; 7820 Innovation Blvd Ste 225 Indianapolis IN 46278; Selling life and health insurance; Insurance Agent; 04/01/2023; 20 hours per month; 14 hours during security hours; Prospecting, marketing, and running appointments with potential clients educating about the different possibilities available according to their needs. (3) Baeza Financial Solutions, LLC: Not investment Related; 7820 Innovation Blvd Ste 225 Indianapolis IN 46278; Consulter; Owner; 01/2024; 1hr/mo; 0 hours during trading; Personal Accounting (4) Civitas Alliance LLC DBA Civitas Benefits Group; Investment related; 7820 Innovation Blvd Ste 225 Indianapolis IN 46278; Selling group benefits; Owner since 07/2024; 10 hours per month; Prospecting, marketing, and running appointments with potential clients educating about the different possibilities available according to their needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
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