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Patrick Kyle Roberts

Market Street Wealth Management Advisors, LLC

Indianapolis, IN

Indianapolis, IN

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Current Employers
Market Street Wealth Management Advisors, Llc

3105 E 98Th Street Suite 170, Indianapolis, IN 46280 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2015-10-19
  • IN RA
    APPROVED
    Since 2015-10-19

Branch Locations

3105 E 98Th Street Suite 170, Indianapolis, IN 46280 • United States

Indianapolis, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Market Street Wealth Management Advisors, Llc Indianapolis IN 10/2015 Present
Previous Registrations
  • 2014-10-20 → 2015-08-18
    Veros Partners, Inc.
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-20
  • S65 Uniform Investment Adviser Law Examination
    2014-10-20

View on SEC IAPD

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