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11313 Usa Parkway, Fishers, IN 46037-0000 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Indianapolis | IN | 07/2014 | 12/2018 |
| Indianapolis Motor Speedway | Indianapolis | IN | 01/2019 | 06/2019 |
| Hawthorns Country Club | Fishers | IN | 06/2019 | 02/2022 |
| Forum Credit Union | Fishers | IN | 02/2022 | 12/2024 |
| Forum Solutions Group, Llc, Dba Safislife Advisors | Fishers | IN | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-23 |
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