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9800 Crosspoint Boulevard Suite 200, Indianapolis, IN 46256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-12 |
Branch Locations
Louisville, KY • United States
9800 Crosspoint Boulevard Suite 200, Indianapolis, IN 46256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legato Financial Group, Inc. | Louisville | KY | 01/2025 | 11/2025 |
| Dean Dorton Allen Ford, Pllc | Louisville | KY | 10/2020 | 01/2025 |
| Student | Louisville | KY | 04/2019 | 09/2020 |
| Dean Dorton Allen Ford, Pllc | Louisville | KY | 01/2019 | 04/2019 |
| Student | Louisville | KY | 10/2018 | 01/2019 |
| Kroger Co. | Louisville | KY | 04/2017 | 09/2018 |
| Karem Built Homes, Inc. | Louisville | KY | 04/2013 | 03/2017 |
| Blend Wealth Accounting Llc | Indianapolis | IN | 12/2025 | Present |
| Blend Wealth Advisors Llc | Indianapolis | IN | 12/2025 | Present |
Blend Wealth Accounting LLC; Not investment-related; 9800 Crosspoint Boulevard, Suite 200, Indianapolis, IN 46256; Accounting firm; Senior Tax Accountant; 12/2025; Approximately 140 hours/month devoted; Approximately 120 hours/month during securities trading hours; Provides tax planning, tax preparation, and other accounting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-16 |
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