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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Rivers Cleaning Company | Fort Wayne | IN | 05/2017 | 08/2018 |
| Concordia University | Ann Arbor | MI | 08/2018 | 12/2018 |
| Kelley Automotive Group | Fort Wayne | IN | 12/2018 | 01/2019 |
| Concordia University | Ann Arbor | MI | 01/2019 | 05/2019 |
| Kelley Automotive Group | Fort Wayne | IN | 05/2019 | 08/2019 |
| Huntington University | Huntington | IN | 08/2019 | 05/2020 |
| Professional Park West | Fort Wayne | IN | 08/2020 | 12/2021 |
| Kelley Automotive Group | Fort Wayne | IN | 06/2020 | 08/2020 |
| Purdue University | Fort Wayne | IN | 05/2021 | 12/2021 |
| Kelley Automotive | Fort Wayne | IN | 05/2021 | 07/2023 |
| Ash Brokerage | Fort Wayne | IN | 07/2023 | 05/2024 |
| Ash Brokerage | Fort Wayne | IN | 05/2024 | 03/2025 |
| Cx Institutional | Auburn | IN | 10/2025 | Present |
| Ash Brokerage | Fort Wayne | IN | 03/2025 | 10/2025 |
| Concordia Lutheran High School | Fort Wayne | IN | 08/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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