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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| IN | RA | APPROVED | 2025-09-26 |
Branch Locations
12574 Promise Creek Lane Suite 136, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource Planning Group | Fishers | IN | 09/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2014 | 01/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2014 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | 09/2025 |
| Osaic Wealth, Inc. | Fishers | IN | 09/2025 | Present |
1. Fixed insurance sales; as of 12/12/2019; 1% time spent during business hours; Conducted at branch location; Investment related. 2. RESOURCE PLANNING GROUP POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/08/2014 ADDRESS: 12574 Promise Creek Lane, Suite 136, Fishers IN 46038, United States DESCRIPTION: Life and Annuity License 3. PENNINGTON PARK CHURCH POSITION: Deacon NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 04/21/2022 ADDRESS: 13222 126th St, Fishers IN 46037, United States DESCRIPTION: I oversee the benevolence policy and distribution. It includes meeting with people who have requested or been recommended for benevolence needs and making recommendations to the church leadership. 4. PENNINGTON PARK CHURCH POSITION: Finance Committee NATURE: Church - non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/21/2022 ADDRESS: 13222 126th St, Fishers IN 46038, United States DESCRIPTION: Help review finances. Help in the decision making process of financing, earning interest on cash, and budgeting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-02 |
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