Best Investors Account Sign in
Inactive

Abhi Hemant Jinwala

Phillips Financial

Fort Wayne, IN

Claim This Profile
Current Employers
Phillips Financial

6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-12-17
  • IN RA
    APPROVED
    Since 2024-12-17

Branch Locations

6920 Pointe Inverness Way Suite 230, Fort Wayne, IN 46804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gordon Food Service Fort Wayne IN 09/2016 09/2017
Hobby Lobby Fort Wayne IN 09/2017 04/2019
Northrop High School Fort Wayne IN 08/2013 05/2017
Purdue Fort Wayne Fort Wayne IN 08/2017 05/2022
3Rivers Fcu Fort Wayne IN 01/2020 02/2022
Cx Institutional, Llc Auburn IN 06/2022 09/2024
Phillips Financial Management, Llc Fort Wayne IN 09/2024 Present
  • 09/2016 → 09/2017
    Gordon Food Service
    Fort Wayne, IN
  • 09/2017 → 04/2019
    Hobby Lobby
    Fort Wayne, IN
  • 08/2013 → 05/2017
    Northrop High School
    Fort Wayne, IN
  • 08/2017 → 05/2022
    Purdue Fort Wayne
    Fort Wayne, IN
  • 01/2020 → 02/2022
    3Rivers Fcu
    Fort Wayne, IN
  • 06/2022 → 09/2024
    Cx Institutional, Llc
    Auburn, IN
  • 09/2024 → Present
    Phillips Financial Management, Llc
    Fort Wayne, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-27
  • S65 Uniform Investment Adviser Law Examination
    2022-05-27

View on SEC IAPD

Other Firms

MONARCH CAPITAL MANAGEMENT INC
SOLVE CONSULTING GROUP, LLC
EDWARD JONES
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT
LPL FINANCIAL LLC
TRADEWELL TAX & FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

GEORGE ROBERT DONNER
ADAM ANTHONY BEARD
JOHN DAVID MEYER
DAVID MICHAEL MEYER
NOEL HOLLIS KNOX
Kyle Edward Farmer
Joseph A Hampton
KEVIN THOMAS NOLL

Other Offices

MONARCH CAPITAL MANAGEMENT INC · FORT WAYNE, IN
SOLVE CONSULTING GROUP, LLC · FORT WAYNE, IN
EDWARD JONES · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · FORT WAYNE, IN
LPL FINANCIAL LLC · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · Fort Wayne, IN
TRADEWELL TAX & FINANCIAL · FORT WAYNE, IN
WELLS FARGO CLEARING SERVICES, LLC · FORT WAYNE, IN

More in Fort Wayne, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor