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Provider Financial, Inc. CRD 168964
$304M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3091 East 98Th Street Suite 200, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-09 |
Branch Locations
3091 East 98Th Street Suite 200, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provider Financial, Inc. | Indianapolis | IN | 09/2013 | 01/2024 |
| Provider Financial, Inc. | Indianapolis | IN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-21 |
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