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12726 Coldwater Road, Fort Wayne, IN 46845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-15 |
| IN | RA | APPROVED | 2014-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 06/2005 | 08/2017 |
| Wealth Advisors Group | Fort Wayne | IN | 01/2014 | Present |
(1)05/15/2014 - ASH BROKERAGE - NON-VARIABLE INSURANCE - ASH BROKERAGE IS A GENERAL AGENCY FOR INSURANCE BUSINESS - TIME SPENT 5% - FORT WAYNE, IN (2) 09/12/2014 - PJO CFP, INC. - ACCOUNTING/TAX RECONCILLIATION- TIME SPENT 3 HOURS PER MONTH - 12726 COLDWATER RD FORT WAYNE, IN 46845. (3) 07/2021 - THE LIGHTHOUSE LIFE RECOVERY HOME. 3000 E STATE BLVD FORT WAYNE, IN 46805. BOARD MEMBER. 5HRS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-15 |
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