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Bradley Heath Owens

Lji Wealth Management, LLC

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 2021-11-12
IN RA APPROVED 2012-03-05
  • TX RA
    APPROVED_RES
    Since 2021-11-12
  • IN RA
    APPROVED
    Since 2012-03-05

Branch Locations

6569 Carrollton Avenue, Indianapolis, IN 46220 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lji Wealth Management, Llc Indianapolis IN 02/2012 Present
Previous Registrations
  • 2012-01-03 → 2012-02-28
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
  • 2009-10-08 → 2011-12-31
    Charles Schwab & Co., Inc.
    Fishers (Indianapolis), IN
    Fishers (Indianapolis), IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
  • 2008-11-04 → 2009-09-30
    Lji Wealth Management, Llc
    Indianapolis, IN
  • 2007-07-17 → 2009-01-26
    Obs Financial
    Indianapolis, IN
    Concord, CA
  • 2005-07-06 → 2005-12-08
    Chase Investment Services Corp.
    Chicago, IL
  • 2003-03-17 → 2005-07-06
    Banc One Securities Corporation
    Indianapolis, IN
  • 2002-11-06 → 2003-02-25
    Cuso Financial Services, L.P.
    Fishers, IN
Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-02
S63 Uniform Securities Agent State Law Examination 1998-02-17
  • S66 Uniform Combined State Law Examination
    2001-03-02
  • S63 Uniform Securities Agent State Law Examination
    1998-02-17
Designations
Other Names
  • Bradley Owens
  • Brad Owens
  • Bradley Heath Owens
  • Bradley Heath Owens

View on SEC IAPD

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