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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-12 |
| IN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
2421 Production Dr Ste 203, Indianapolis, IN 46241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hines Financial Services Inc | Avon | IN | 01/2007 | Present |
| Ohio National Financial Services | Cincinnati | OH | 05/1991 | 07/2021 |
| The O.N. Equity Sales Company | Cincinnati | OH | 04/2010 | 07/2021 |
| Securities America, Inc. | Indianapolis | IN | 07/2021 | 06/2024 |
| Securities America Advisors | Indianapolis | IN | 07/2021 | 06/2024 |
| Osaic Wealth, Inc. | Indianapolis | IN | 06/2024 | Present |
**DBA - Hines Financial Services, Inc 1. HINES FINANCIAL SERVICES, INC POSITION: planner/sales NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/1987 ADDRESS: 2421 Production Dr Suite 203, Indianapolis IN 46241, United States DESCRIPTION: Handle insurance planning for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-28 |
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