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6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-17 |
Branch Locations
6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fort Wayne | IN | 01/2015 | 09/2017 |
| Wise Insurance | Fort Wayne | IN | 04/2021 | 01/2022 |
| Indiana Wesleyan University | Marion | IN | 09/2017 | 04/2021 |
| Phillips Financial | Fort Wayne | IN | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
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