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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-05 |
Branch Locations
9840 Westpoint Drive Suite 350, Indianapolis, IN 46256 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-15 |
Branch Locations
9840 Westpoint Dr. Suite 350, Indianapolis, IN 46256 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare Financial Group, Llc | Indianapolis | IN | 12/2021 | 04/2025 |
| Amli Residential | Denver | CO | 02/2020 | 08/2021 |
| Greystar Management | Greenwood Village | CO | 09/2019 | 02/2020 |
| The Pig And The Sprout | Denver | CO | 10/2018 | 09/2019 |
| Digby's Pub And Patio | Lafayette | IN | 03/2017 | 09/2018 |
| Purdue University- Animal Disease Diagnostic Lab | West Lafayette | IN | 03/2016 | 04/2018 |
| Unemployed | Indianapolis | IN | 09/2021 | 11/2021 |
| Avantax Investment Services Inc. | Indianapolis | IN | 06/2024 | 09/2025 |
| Avantax Advisory Services | Indianapolis | IN | 06/2024 | 09/2025 |
| Avantax Insurance Services | Indianapolis | IN | 06/2024 | 09/2025 |
| Avantax Planning Partners, Inc. | Indianapolis | IN | 03/2025 | Present |
| Cetera Wealth Services, Llc | Indianapolis | IN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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