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Daniel Keith Lucas

Lji Wealth Management, LLC

Indianapolis, IN

Indianapolis, IN

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Current Employers
Lji Wealth Management, Llc

6569 Carrollton Avenue, Indianapolis, IN 46220 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-12-11
IN RA APPROVED 2014-08-22
  • TX RA
    APPROVED_RES
    Since 2019-12-11
  • IN RA
    APPROVED
    Since 2014-08-22

Branch Locations

6569 Carrollton Avenue, Indianapolis, IN 46220 • United States

619 Virginia Avenue, Indianapolis, IN 46203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lji Wealth Management, Llc Indianapolis IN 05/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-22
S63 Uniform Securities Agent State Law Examination 2010-07-20
  • S66 Uniform Combined State Law Examination
    2014-08-22
  • S63 Uniform Securities Agent State Law Examination
    2010-07-20

View on SEC IAPD

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