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301 West Main Street Suite 201, Boonville, IN 47601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-07-20 |
Branch Locations
301 West Main Street Suite 201, Boonville, IN 47601 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Boonville | IN | 08/2003 | 12/2020 |
| Insurance - Non Variable | Indianapolis | IN | 04/2004 | 11/2020 |
| Rushing Financial | Indianapolis | IN | 03/2013 | 11/2020 |
| Raymond James Financial Services Advisors, Inc. | Boonville | IN | 01/2014 | 12/2020 |
| Washburn Financial Services, Inc. Dba Washburn Wealth Advisors | Boonville | IN | 09/2003 | 11/2020 |
| Clarity Financial Organization, Llc | Boonville | IN | 01/2021 | Present |
Insurance Agent, Investment Related, Boonville, IN, Fixed Insurance Agent, Start Date 03/2013, 4 hours per month devoted, 0 hours per month devoted during securities trading. Fixed insurance sales under insurance agency DPL Financial Partner (Start date 06/2022)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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