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13080 Grand Blvd. Suite 130, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-17 |
Branch Locations
13080 Grand Blvd. Suite 130, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halter Ferguson Financial, Inc. | Indianapolis | IN | 11/2020 | Present |
| Protect Your Home | Indianapolis | IN | 07/2020 | 11/2020 |
| Unemployed | Indianapolis | IN | 03/2020 | 07/2020 |
| Uber Technologies Inc. | Indianapolis | IN | 09/2019 | 03/2020 |
| Lyft, Inc. | Indianapolis | IN | 09/2019 | 03/2020 |
| Valeo Financial Advisors, Llc | Indianapolis | IN | 06/2017 | 08/2019 |
| Indiana State University | Terre Haute | IN | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
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