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6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-02-02 |
Branch Locations
6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larson Financial Securities, Llc | Fort Wayne | IN | 07/2015 | 12/2017 |
| Larson Financial Group, Llc | Fort Wayne | IN | 07/2015 | 12/2017 |
| Vestia Advisors, Llc | Fort Wayne | IN | 01/2018 | 01/2022 |
| Phillips Financial Management, Llc | Fort Wayne | IN | 01/2022 | Present |
1. PARKER ADVISORY SERVICES, LLC; INVESTMENT RELATED; 1909 Florida Dr., FORT WAYNE, IN 46805; PERSONAL MANAGEMENT AND CONSULTING COMPANY NOT UTILIZED FOR ANY CLIENT PURPOSES; MANAGING MEMBER; 09/2015-PRESENT; 1-2 HRS/MO DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 2. INDEPENDENT LIFE & HEALTH INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES; INVESTMENT RELATED; 01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
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