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6569 Carrollton Avenue, Indianapolis, IN 46220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-08-12 |
Branch Locations
3409 W. Bethel Avenue, Muncie, IN 47304 • United States
6569 Carrollton Avenue, Indianapolis, IN 46220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Financial Planning Services | Indianapolis | IN | 05/2015 | 07/2020 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 05/2016 | 07/2020 |
| Lji Wealth Management, Llc | Indianapolis | IN | 07/2020 | Present |
| Pruco Securities, Llc | Indianapolis | IN | 05/2015 | 07/2020 |
COULTER LIVESTOCK INSURANCE POSITION: Agent NATURE: Livestock Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/11/2019 ADDRESS: 7504 Kilmer Ln, Indianapolis IN 46256, United States DUTIES: Offer livestock insurance due to product gap. MARTIN INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 5 START DATE: 07/06/2020 ADDRESS: 3409 W. Bethel Ave., Muncie, IN 47304 Duties: Sales in insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-09 |
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