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1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED | 2024-03-26 |
Branch Locations
4882 Waterhaven Dr., Noblesville, IN 46062 • United States
1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 09/2015 | 09/2016 |
| Dearborn & Creggs | Sugarland | TX | 09/2015 | 09/2016 |
| Markiewicz Financial Llc | Noblesville | IN | 09/2015 | Present |
| Foundations Investment Advisors, Llc | Carmel | IN | 07/2017 | Present |
| Rwm Capital, Llc | Sugarland | TX | 02/2024 | Present |
1.) Markiewicz Financial LLC. It is investment related; Life Insurance and Fixed/Indexed Annuities. 5143 Citadel Dr. Noblesville, IN 46062. Owner, Partner. began 9/13/15. 160 hours/month.160/month during securities trading hours. Prospect, sell, and maintain client accounts. 2.) RWM Capital, LLC; Investment Related; Sugarland, TX; RIA; Investment Adviser Representative; Start Date 02/2024; Approximately 80 hours/month with all hours during trading hours 3.) Foundations Investment Advisors, LLC; Investment Related; Carmel, IN; RIA; Investment Adviser Representative; Start Date 07/2017; Approximately 80 hours/month with all hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-06 |
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