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4571 County Road 35, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-29 |
| IN | RA | APPROVED | 2014-01-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathway Financial Advisers, Llc | Auburn | IN | 11/2013 | Present |
Joel Matthew Grimm is an owner of Financial Building, LLC DBA Covenant Properties. This building was purchased by David Tracey (50%), Austin Miller (25%), Steve Post (12.5%) & Joel Grimm (12.5%) in Auburn, Indiana for the purpose of renting it to the Investment Firm Pathway Financial Advisers, LLC & an accounting/tax Firm Post & Miller, Inc. His responsibilities include managing the real estate property for the tenants of Pathway Financial Advisers, LLC & Post & Miller, Inc. 5 hours a month are devoted to this activity during trading hours. 10 hours a month are devoted to this activity outside of trading hours. 0 yearly compensation is expected to be derived from this business. Joel Matthew Grimm is the owner of JG Legacy Properties LLC, a real estate property business. This activity is non-investment related. His responsibilities include managing real estate property for various tenants. 10 hours a month are devoted to this activity during trading hours. 40 hours a month are devoted to this activity outside of trading hours. 20% of his yearly compensation is expected to be derived from this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-19 |
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