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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace College | Winona Lake | IN | 08/2014 | 05/2018 |
| Unemployed/Personal | Peru | IN | 05/2018 | 10/2018 |
| Lighthouse Mission | Wabash | IN | 10/2018 | 07/2019 |
| Cnac Finance | Kokomo | IN | 07/2019 | 01/2020 |
| Zoomers Rv | Wabash | IN | 01/2020 | 03/2020 |
| Fairfax Baptist Church | Fairfax | VA | 03/2020 | 08/2021 |
| Tpc Potomac | Potomac | MD | 08/2021 | 12/2021 |
| Shelter Insurance | Bloomington | IN | 12/2021 | 06/2022 |
| Home Bank Sb | Martinsville | IN | 06/2022 | 12/2022 |
| Sac Finance | Fort Wayne | IN | 12/2022 | 02/2024 |
| Lake City Bank | Fort Wayne | IN | 02/2024 | 12/2024 |
| Cx Institutional, Llc | Auburn | IN | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-10 |
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