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Thomas Patrick Cudahy

Invst, LLC

Indianapolis, IN

Indianapolis, IN

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Current Employers
Invst, Llc

3625 E 96Th St, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-12-09
IN RA APPROVED 2019-03-08
  • MD RA
    APPROVED
    Since 2024-12-09
  • IN RA
    APPROVED
    Since 2019-03-08

Branch Locations

3625 E 96Th St, Indianapolis, IN 46240 • United States

Indianapolis, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Co Carmel IN 07/2013 01/2019
Nylife Securities Llc Carmel IN 10/2013 01/2019
Invst, Llc Indianapolis IN 01/2019 Present
  • 07/2013 → 01/2019
    New York Life Insurance Co
    Carmel, IN
  • 10/2013 → 01/2019
    Nylife Securities Llc
    Carmel, IN
  • 01/2019 → Present
    Invst, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-20
S63 Uniform Securities Agent State Law Examination 2013-11-19
  • S65 Uniform Investment Adviser Law Examination
    2019-02-20
  • S63 Uniform Securities Agent State Law Examination
    2013-11-19
Designations
Other Names
  • Tom Cudahy

View on SEC IAPD

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SANCTUARY ADVISORS, LLC · Indianapolis, IN
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NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
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