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500 E 96Th Street Suite #140, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-02 |
Branch Locations
320 N Meridian Street Suite 828, Indianapolis, IN 46204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Angie's List | Indianapolis | IN | 07/2016 | 03/2017 |
| Axa Advisors, Llc | New York | NY | 03/2017 | 06/2017 |
| Guardian Life Insurance Company | Indianapolis | IN | 07/2017 | 12/2020 |
| Park Avenue Securities | Indianapolis | IN | 07/2017 | 12/2020 |
| Argi Investment Services (Cerity Partners) | Indianapolis | IN | 01/2021 | 04/2022 |
| Fifth Third Bank | Lafayette | IN | 04/2022 | 08/2023 |
| Fifth Third Securities | Lafayette | IN | 04/2022 | 08/2023 |
| Ameriprise Financial Services, Llc | Lafayette | IN | 08/2023 | 12/2023 |
| Foundations Investment Advisors, Llc | Carmel | IN | 12/2023 | Present |
| Rejoyce Financial | Carmel | IN | 12/2023 | Present |
| Rejoyce Wealth Management | Carmel | IN | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-11 |
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