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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-05-29
  • IN RA
    APPROVED
    Since 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

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
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
  • 12/2024 → Present
    Allworth Financial
    Indianapolis, IN
  • 08/2024 → 12/2024
    Wealthpoint Advisors
    Indianapolis, IN
  • 05/2022 → 08/2024
    Augustar Financial (Formerly Ohio National Financial Services)
    Montgomery, OH
  • 08/2018 → 05/2022
    Ball State University
    Muncie, IN
  • 05/2021 → 08/2021
    Ohio National Financil Services
    Montgomery, OH
  • 07/2018 → 08/2020
    Wilks Landscaping
    West Chester, OH
  • 08/2014 → 06/2018
    Stephen T Badin High School
    Hamilton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-19
  • S65 Uniform Investment Adviser Law Examination
    2025-05-19

View on SEC IAPD

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