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121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-09 |
Branch Locations
121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Investment Advisors | Bloomington | IN | 08/2025 | Present |
| Indiana University - O'NEill Masters Program Office | Bloomington | IN | 05/2024 | 08/2025 |
| Indiana University - Kelley School Of Business | Bloomington | IN | 07/2018 | 05/2024 |
| Indiana University - Office Of International Services | Bloomington | IN | 03/2016 | 07/2018 |
StayBtown LLC - not investment related - Bloomington, IN - AirBnb property rentals - property manager - 01/2025 - 40 - 8 - manage and clean AirBnb rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
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