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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-29 |
Branch Locations
8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allworth Financial | Indianapolis | IN | 12/2024 | Present |
| Wealthpoint Advisors | Indianapolis | IN | 08/2024 | 12/2024 |
| Augustar Financial (Formerly Ohio National Financial Services) | Montgomery | OH | 05/2022 | 08/2024 |
| Ball State University | Muncie | IN | 08/2018 | 05/2022 |
| Ohio National Financil Services | Montgomery | OH | 05/2021 | 08/2021 |
| Wilks Landscaping | West Chester | OH | 07/2018 | 08/2020 |
| Stephen T Badin High School | Hamilton | OH | 08/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
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