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Tracy Ann Colson

Woodley Farra

Indianapolis, IN

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Current Employers
Woodley Farra

8555 N. River Road Suite 400, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-02-10
  • IN RA
    APPROVED
    Since 2025-02-10

Branch Locations

8555 N. River Road Suite 400, Indianapolis, IN 46240 • 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
Goelzer Investment Management Indianapolis IN 06/2015 03/2022
Unemployed Indianapolis IN 03/2022 05/2022
Campbell And Co Cpas Spring Hill FL 05/2022 09/2023
Woodley Farra Manion Indianapolis IN 09/2023 Present
  • 06/2015 → 03/2022
    Goelzer Investment Management
    Indianapolis, IN
  • 03/2022 → 05/2022
    Unemployed
    Indianapolis, IN
  • 05/2022 → 09/2023
    Campbell And Co Cpas
    Spring Hill, FL
  • 09/2023 → Present
    Woodley Farra Manion
    Indianapolis, IN
Previous Registrations
  • 2013-04-16 → 2022-04-12
    Goelzer Investment Management
    Indianapolis, IN
    Carmel, IN
  • 2008-10-01 → 2012-05-15
    J.P. Morgan Securities Llc
    Indianapolis, IN
  • 2006-09-27 → 2008-10-01
    J.P. Morgan Securities Inc.
    Indianapolis, IN
  • 2004-10-26 → 2006-09-27
    Banc One Securities Corporation
    Indianapolis, IN
    Chicago, IL
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-10
S63 Uniform Securities Agent State Law Examination 1997-05-07
  • S65 Uniform Investment Adviser Law Examination
    2025-02-10
  • S63 Uniform Securities Agent State Law Examination
    1997-05-07
Other Names
  • Tracy Ann Lawson

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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