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9800 Crosspoint Boulevard Suite 200, Indianapolis, IN 46256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-24 |
| IN | RA | APPROVED | 2021-09-03 |
Branch Locations
9800 Crosspoint Boulevard Suite 200, Indianapolis, IN 46256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Street Wealth Management Advisors Llc | Indianapolis | IN | 12/2012 | 06/2018 |
| Shoreline Wealth Advisors Llc | New Castle | IN | 07/2018 | 09/2021 |
| Blend Wealth Advisors Llc | Indianapolis | IN | 09/2021 | Present |
| Blend Financial Inc., Dba Origin Financial | Boston | MA | 10/2022 | 07/2023 |
| Blend Wealth Accounting Llc | Indianapolis | IN | 01/2025 | Present |
Blend Wealth Accounting LLC; Not investment-related; 9800 Crosspoint Boulevard, Suite 200, Indianapolis, IN 46256; Accounting firm; Co-Founder and Chief Executive Officer; 1/2025; Approximately 80 hours/month devoted; Approximately 80 hours/month during securities trading hours; Provides tax planning, tax preparation, and other accounting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-09 |
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