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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-08 |
Branch Locations
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
11611 N Meridian Street Ste 230, Carmel, IN 46032 • 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 |
|---|---|---|---|---|
| Lighthouse Leadership | Indianapolis | IN | 10/2003 | 12/2019 |
| Argi Investment Services | Louisville | KY | 04/2012 | 04/2018 |
| Procourse Fiduciary Advisors Llc | Carmel | IN | 04/2019 | 07/2020 |
| Procourse Fiduciary Advisors | Carmel | IN | 04/2019 | 07/2020 |
| K2A, Llc Dba Witkemper Insurance Group | Indianapolis | IN | 05/2012 | 04/2018 |
| Witkemper Financial | Indianapolis | IN | 04/2017 | 04/2018 |
| Cbiz Investment Advisory Services, Llc | Carmel | IN | 10/2020 | 08/2021 |
| American United Life | Carmel | IN | 07/2021 | 05/2023 |
| Oneamerica Securities | Carmel | IN | 01/2022 | 05/2023 |
| Usi Consulting Group | Glastonbury | CT | 05/2023 | Present |
| Usi Advisors | Glastonbury | CT | 05/2023 | Present |
| Usi Securities | Glastonbury | CT | 05/2023 | Present |
1) ORANGE COACHING (Life Coaching) - Not Investment Related: 1.5 hours/week; During Trading Hours: 0 2) 97 Habits LLC - 1/9/2025 - Not Investment Related - CEO - 5 Hour/month; During Trading Hours: 0 - 4149 Spring Hill South Bend CT 06419 - Responsibilities: Co-author books
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 2007-06-29 |
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