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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-23 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
6315 Mutual Drive Suite F, Fort Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain Peak Wealth Advisors, Llc | Fort Wayne | IN | 09/2025 | Present |
| Ford Meter Box | Wabash | IN | 01/2021 | 09/2025 |
| Steel Dynamics, Inc. | Fort Wayne | IN | 05/2014 | 01/2021 |
| Farther | Fort Wayne | IN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-02 |
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