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8900 Keystone Crossing Suite 1015, Indianapolis, IN 46240-2134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-09 |
Branch Locations
8900 Keystone Crossing Suite 1015, Indianapolis, IN 46240-2134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Via Credit Union | Marion | IN | 06/2021 | 04/2023 |
| U.S. Bank | Sioux Falls | SD | 07/2023 | 03/2025 |
| Merchants Capital | Carmel | IN | 03/2025 | 07/2025 |
| Wallington Asset Management, Llc | Indianapolis | IN | 08/2025 | Present |
| Mississinewa High School | Gas City | IN | 08/2016 | 06/2020 |
| Indiana Wesleyan University | Marion | IN | 09/2020 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
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