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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-08-08 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
11039 Broadway Suite C, Crown Point, IN 46307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Muncie | IN | 05/2016 | 02/2018 |
| Baize Financial Concepts | Muncie | IN | 05/2014 | 02/2018 |
| Signator Investors, Inc | Merrillville | IN | 02/2018 | 07/2018 |
| Truewealth Advising Group | Crown Point | IN | 07/2018 | Present |
| Equity Services Inc | Montpelier | VT | 08/2018 | Present |
*TRUEWEALTH ADVISING GROUP,11039 BROADWAY SUTIE C,CROWN POINT,IN 46307,08/01/2018,ONGOING,INV REL,AGENT,DURING TRD/HRS,20%*LAKESHORE FINANCIAL GROUP,11039 BROADWAY,SUITE C,CROWN POINT, IN 46307,03/01/2020,ONGOING,INV REL,AGENT,INSURANCE,DURING TRD/HRS,40 HRS/WK*KMS FINANCIAL LLC,11039 BROADWAY,SUITE C,CROWN POINT, IN 46307,01/03/2025,ONGOING,MEMBER, BUSINESS ENTITY FOR FINANCIAL BUSINESS, INV REL,DURING TRD/HRS,100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
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