Robert Dalzell

Current Employers

Employment History

• 06/2010 → 11/2016
  Wells Fargo Advisors Llc
  Indianapolis, IN
• 11/2016 → 01/2019
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 01/2019 → 03/2025
  Indie Asset Partners, Llc
  Carmel, IN
• 03/2025 → Present
  Fnex Wealth, Llc
  Indianapolis, IN
• 04/2025 → Present
  Fnex Capital
  Indianapolis, IN

Previous Registrations

• 2019-01-04 → 2025-03-07
  Indie Asset Partners, Llc
  Carmel, IN
• 2011-05-09 → 2019-01-09
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN

Other Businesses

(1) Since April 21, 2015 Mr. Dalzell has had 100% ownership of Prixmier, LLC located at 7725 Spring Ridge Dr., Indianapolis, IN 46278. This is not an investment related activity and Mr. Dalzell devotes approximately 4 hours a month to this activity. (2) Since November 20, 2017 Mr. Dalzell has been a Trustee for his mother's accounts. This is an investment-related activity and Mr. Dalzell devotes approximately 0 hours a month to this activity. (3) Since September 1, 2021 Mr. Dalzell has served on the Board of Directors for George4 Foundation located at 1 Steinbrenner Dr., Tampa, FL 33614. This is not an investment related activity and Mr. Dalzell devotes approximately 1 hour a month to this activity. (4) Since December 21, 2021, Mr. Dalzell has served as a member of Indie Diversified Partners II, LLC, located at 10585 North Meridian Street, Suite 210, Carmel, IN 46290. This is an investment-related activity and Mr. Dalzell devotes approximately 2 hours a month to this activity. Boxley Capital LLC 7725 Spring Ridge Dr Indianapolis, IN 46278 Owner - Passthrough entity for tax purposes 5 hours per month Not investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-02
• S66 Uniform Combined State Law Examination
  2011-05-07

Other Names

• Robert Joseph Dalzell