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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-13 |
Branch Locations
350 Masshachusettes Ave. Suite 300, Indianapolis, IN 46204 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
350 Massachusetts Ave Suite 300, Indianapolis, IN 46204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hiliard Lyons | Indianapolis | IN | 07/2005 | 02/2019 |
| Private Counsel Group, Ltd | Indianapolis | IN | 02/2019 | Present |
| Farther | Indianapolis | IN | 07/2026 | Present |
1.Private Counsel Group, LTD located at 225 N. New Jersey Unit 31 Indianapolis, IN 46204; Owner/Managing Director; Investment Advisory and Financial Planning since 1/1/2018. Total 120 hours devoted with 75 hours devoted during trading hours. 2. Indiana-Resident Insurance Agent located at 225 N. New Jersey Unit 31 Indianapolis, IN 46204; Agent since 5/8/1998; Sale of Fixed Insurance Products through TrueChoice Financial or directly through Insurance Carrier; 10 hours devoted monthly during trading hours. 3. Epilogue Films, LLC located at 164 Soque Hills Drive, Clarksville, GA 30523; Producer; Nature of business-film production since 4/2026; Total 20 hours devoted with 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-21 |
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