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11939 N Meridian St Ste 225, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-15 |
Branch Locations
11939 N Meridian St Ste 225, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kershner Trading Group | Austin | TX | 03/2014 | 05/2022 |
| Thrivent Advisor Network, Llc Dba Palomarwealth | Forsyth | IL | 07/2022 | 03/2025 |
| Four Quadrant Wealth Advisors, Inc. | Carmel | IN | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
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