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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| IN | RA | APPROVED | 2025-09-05 |
Branch Locations
8604 Allisonville Road Suite 390, Indianapolis, IN 46250 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| IN | RA | APPROVED | 2024-08-09 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
8604 Allisonville Road Suite 390, Indianapolis, IN 46250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luke Funk Wealth Management | Fort Wayne | IN | 01/2023 | 05/2024 |
| Sym Financial Advisors | Fort Wayne | IN | 05/2022 | 11/2022 |
| Flagstar Bank | Fort Wayne | IN | 08/2021 | 04/2022 |
| Ruoff Mortgage | Fort Wayne | IN | 06/2020 | 08/2021 |
| Unemployed | Fort Wayne | IN | 12/2022 | 12/2022 |
| Avantax Investment Services Inc. | Indianapolis | IN | 03/2023 | 09/2025 |
| Avantax Advisory Services | Fort Wayne | IN | 03/2023 | 01/2024 |
| Purdue University Fort Wayne | Fort Wayne | IN | 08/2018 | 05/2020 |
| Dekalb High School | Waterloo | IN | 08/2013 | 07/2017 |
| University Of Indianapolis | Indianapolis | IN | 08/2017 | 07/2018 |
| Avantax Advisory Services | Indianapolis | IN | 04/2024 | 09/2025 |
| Avantax Planning Partners, Inc. | Indianapolis | IN | 06/2024 | Present |
| Cetera Wealth Services, Llc | Indianapolis | IN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-08 |
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