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13080 Grand Blvd. Suite 130, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-31 |
Branch Locations
13080 Grand Blvd. Suite 130, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chilis | Kohler | WI | 11/2019 | 06/2020 |
| Hankbreakscards | Sheboygan | WI | 03/2020 | 10/2022 |
| Big Lots | Kohler | WI | 11/2021 | 11/2022 |
| Doordash | Sheboygan | WI | 01/2023 | 06/2025 |
| Annex Wealth Management | Brookfield | WI | 06/2025 | 08/2025 |
| Halter Ferguson Financial Inc | Carmel | IN | 09/2025 | 12/2025 |
| Halter Ferguson Financial Inc | Carmel | IN | 01/2026 | Present |
| Student/Unemployed | Kohler | WI | 03/2016 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
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