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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-04 |
Branch Locations
3755 E 82Nd Street Ste 40, Indianapolis, IN 46240 • United States
6714 Pointe Inverness Way Ste 210 [Satellite], Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Fort Wayne | IN | 10/2022 | 09/2025 |
| The Zacher Company | Fort Wayne | IN | 04/2021 | 10/2022 |
| The Bradley Company | Fort Wayne | IN | 08/2020 | 03/2021 |
| Gator Cases | Fort Wayne | IN | 04/2018 | 08/2020 |
| Wrightsock | Austin | TX | 05/2015 | 03/2018 |
| Summit Notary | Fort Wayne | IN | 06/2020 | Present |
| Wells Fargo Advisors Financial Network, Llc | Fort Wayne | IN | 09/2025 | Present |
Real Estate Ownership; Single Family; 8330 Stand Ridge Run, , Fort Wayne, IN, 46807; Investment-Related; 11/01/2019. Business Ownership; Summit Notary LLC; Notary Real estate closings; Notary Services; 8330 Stand Ridge Run, , Fort Wayne, IN, 46807; Not Investment-Related; 07/01/2017; 0 hours per month; 0 during trading hours / Summit Property Group LLC; Real Estate Broker; Real Estate Brokerage; 8330 Stand Ridge Run, , Fort Wayne, IN, 46825; Investment-Related; 08/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Real Estate License; Yes. Outside Employment; Run Free Training; Coach - Individual 1-on-1 remote running coaching for marathon runners; ; Remote, , Remote, AZ, 11111; Not Investment-Related; 02/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-31 |
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