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6569 Carrollton Avenue, Indianapolis, IN 46220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-11 |
Branch Locations
Canonsburg, PA • United States
6569 Carrollton Avenue, Indianapolis, IN 46220 • 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 |
|---|---|---|---|---|
| Its Asset Management, L.P. | Washington | PA | 12/2001 | 09/2017 |
| Lji Wealth Management, Llc | Indianapolis | IN | 09/2017 | Present |
| Its Asset Management, L.P. | Washington | PA | 08/2009 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-11 |
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