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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodlan Jr/Sr High School | Woodburn | IN | 08/2016 | 05/2022 |
| Subway | Fort Wayne | IN | 05/2020 | 08/2021 |
| Walmart | Fort Wayne | IN | 08/2021 | 08/2022 |
| Indiana University Bloomington | Bloomington | IN | 08/2022 | 05/2026 |
| Walmart | Bloomington | IN | 09/2023 | 07/2024 |
| Indiana Memorial Union | Bloomington | IN | 07/2024 | 05/2026 |
| Escuela Universitaria Real Madrid | Madrid | 01/2025 | 05/2025 | |
| Indianapolis Colts | Indianapolis | IN | 05/2025 | 01/2026 |
| Fort Wayne Tincaps | Fort Wayne | IN | 05/2025 | 08/2025 |
| Cx Institutional | Auburn | IN | 06/2025 | 08/2025 |
| Cx Institutional | Auburn | IN | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
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