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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-08 |
| IN | RA | APPROVED | 2024-07-01 |
Branch Locations
700 West White River Blvd., Muncie, IN 47303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| His German Auto Parts | Eaton | IN | 05/2020 | 01/2021 |
| Indiana University | Muncie | IN | 08/2018 | 05/2022 |
| White River Wealth Advisors | Muncie | IN | 05/2021 | 08/2021 |
| Reliant | Winter Park | FL | 08/2021 | 04/2022 |
| Valic Financial Advisors, Inc | Carmel | IN | 06/2022 | 07/2024 |
| Agia | Houston | TX | 11/2022 | 07/2024 |
| Delta High School | Muncie | IN | 08/2014 | 06/2018 |
| Raymond James Financial Services, Inc. | Muncie | IN | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Muncie | IN | 07/2024 | Present |
| White River Wealth Advisors | Muncie | IN | 07/2024 | Present |
(1) Name of Business: Davis Osner and Associates Inc. Address: 700 W White River Blvd, Muncie, IN, 47303-3866, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 06/17/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer (2) Name of Business: White River Wealth Advisors Address: 700 W White River Blvd, Muncie, IN, 47303-3866, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/30/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-27 |
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