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9333 N Meridian St Ste 300, Indianapolis, IN 46260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-13 |
| IN | RA | APPROVED | 2022-09-23 |
Branch Locations
9333 N Meridian St Ste 300, Indianapolis, IN 46260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Two Five Apparel | Indianapolis | IN | 08/2014 | 10/2021 |
| Northwest Financial Services | Indianapolis | IN | 11/2021 | Present |
As an employee of NorthWest Financial Services, Inc. (Indianapolis, IN), adviser maintains an insurance license (investment-related). Adviser spends approximately 2 hours per month during trading hours evaluating and recommending insurance for clients. Insurance license obtained in 2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-23 |
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