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3925 Hagan St. Suite 300, Bloomington, IN 47401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-03-21 |
Branch Locations
3925 Hagan St. Suite 300, Bloomington, IN 47401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | Stamford | CT | 04/2013 | 09/2016 |
| Jackson, Grant Investment Advisers, Inc. | Stamford | CT | 10/2017 | 03/2021 |
| N/A | Stamford | CT | 09/2016 | 09/2017 |
| Stamford Public Schools | Stamford | CT | 05/2017 | 10/2017 |
| Hurlow Wealth Management Group, Inc. | Bloomington | IN | 03/2021 | Present |
1) Bloomington Economic Development Corporation; Not Investment Related; 1720 N Kinser Pike #001, Bloomington, IN 47404; not-for-profit corporation dedicated to the retention, development, and attraction of quality jobs in Monroe County, Indiana; Board Member; 9/21/2022; less than 5 hours per month, no hours during securities trading hours; No Compensation earned; Duties associated to Board Members of not for profit corporations. 2) Learning Fun Press, LLC; Not Investment Related; 3703 E. Barrington Drive, Apt. 103, Bloomington, IN 47408; Learning Fun Press is a publisher of games, cards, and books sold through retail stores and online; Member; 03/13/2025; 20 hours per month; sales, marketing, and general business development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-05 |
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