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450 E 96Th Street Suite 100, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-03-30 |
Branch Locations
9775 Crosspoint Boulevard Suite 110, Indianapolis, IN 46256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Wealth Advisory | Indianapolis | IN | 03/2020 | Present |
| Oxford Financial Group | Carmel | IN | 04/2011 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-30 |
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