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4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
Branch Locations
12381 S Cleveland Ave Suite 203, Fort Myers, FL 33907 • United States
4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilltop Wealth & Tax Solutions | Fort Myers | FL | 06/2025 | Present |
| Mattawan High School | Mattawan | MI | 08/2015 | 08/2019 |
| Coach'S Bar And Grill | Stevensville | MI | 06/2015 | 08/2024 |
| Kellogg Community School | Battle Creek | MI | 08/2019 | 05/2021 |
| Acorn Advisors Group | Indianapolis | IN | 06/2022 | 08/2022 |
| Horse Soldier Bourbon | Indianapolis | IN | 09/2022 | 11/2022 |
| Butler University | Indianapolis | IN | 08/2021 | 05/2023 |
| Ave Maria University | Ave Maria | FL | 08/2023 | 05/2025 |
| The Club At The National | Ave Maria | FL | 11/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-22 |
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