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6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-22 |
Branch Locations
6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teacher Created Materials | Huntington Beach | CA | 07/2011 | 03/2026 |
| Phillips Financial Management | Fort Wayne | IN | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
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