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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Enhancement Group, Llc | Layfayette | IN | 04/2022 | 02/2024 |
| Esex Fishing Rods | Lafayette | IN | 06/2018 | Present |
| Aschcraft Orthodontics | Lafayette | IN | 10/2016 | 01/2021 |
| Purdue University | West Lafayette | IN | 08/2017 | 05/2021 |
| Mccutcheon High School | Lafayette | IN | 08/2013 | 05/2017 |
| Paradigm Consulting, Inc | Lafayette | IN | 03/2024 | Present |
| Osaic Wealth, Inc. | Lafayette | IN | 03/2024 | Present |
1. ESOX FISHING RODS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 8541 Patience Lane, Lafayette IN 47905, United States DESCRIPTION: Esox Fishing Rods, Not investment related, 8541 Patience Ln, Lafayette, IN 47905.Outdoor Industry (Selling fishing poles direct to consumer) President 06/2018 - Present35 hours per month - Zero during trading hours I am the only employee, market, sell, produce, and deliver custom fishing poles to customers. 2. PARADIGM CONSULTING, INC. POSITION: Retirement Plan Account Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 301 N 5th St., Lafayette IN 47901, United States DESCRIPTION: Completing annual retirement plan reviews with sponsors Meeting with plan participants and answering questions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-11 |
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