Best Investors Account Sign in
Inactive

Natalia De Ugarte Munoz

Woodley Farra

Indianapolis, IN

Claim This Profile
Current Employers
Woodley Farra

8555 N. River Road Suite 400, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-11-02
  • IN RA
    APPROVED
    Since 2024-11-02

Branch Locations

8555 N. River Road Suite 400, 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
Woodley Farra Manion Indianapolis IN 06/2024 Present
Maromo Holdings Lp Santa Cruz 03/2022 06/2024
Stagewood Consortium Miami FL 07/2021 03/2022
C&M Auditors And Administrators Santa Cruz 01/2018 05/2021
Unemployed Birmingham AL 05/2021 07/2021
Express Oil Change And Tire Engineers Birmingham AL 05/2018 08/2018
Samford University Birmingham AL 08/2016 05/2021
  • 06/2024 → Present
    Woodley Farra Manion
    Indianapolis, IN
  • 03/2022 → 06/2024
    Maromo Holdings Lp
    Santa Cruz
  • 07/2021 → 03/2022
    Stagewood Consortium
    Miami, FL
  • 01/2018 → 05/2021
    C&M Auditors And Administrators
    Santa Cruz
  • 05/2021 → 07/2021
    Unemployed
    Birmingham, AL
  • 05/2018 → 08/2018
    Express Oil Change And Tire Engineers
    Birmingham, AL
  • 08/2016 → 05/2021
    Samford University
    Birmingham, AL
Other Businesses

REAL ESTATE LLC; RENTAL PROPERTIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-02
  • S65 Uniform Investment Adviser Law Examination
    2024-11-02

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

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

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor