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9717 Prairie Avenue, Highland, IN 46322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-05-20 |
| IN | RA | APPROVED | 2009-06-04 |
Branch Locations
9717 Prairie Avenue, Highland, IN 46322
9717 Prairie Avenue, Highland, IN 46322 • United States
9717 Prairie Avenue, Highland, IN 46322 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. 80% MANAGING PARTNER OF "EVOLUTION INVESTMENTS, LLC", WHICH WAS CREATED 08/06/2012 TO ACQUIRE THE OFFICE FACILITIES OF ATIS, INC., AND MANAGE THE PROFESSIONAL CONDO ASSOCIATION. TIME SPENT IS ABOUT 1 HOUR PER MONTH OUTSIDE OF WORK HOURS. 2. 80% owner of 2nd Half, LLC, created in December of 2024 to buy an office rental unit next door to unit 1 above. Less than an hour of time is spent managing this investment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-05 |
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