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100 S Main St., Pendleton, IN 46064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-01 |
| IL | RA | APPROVED | 2020-08-28 |
| IN | RA | APPROVED | 2020-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securestate Financial Services | Indpls | IN | 06/1996 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2015 | 08/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2015 | 08/2020 |
| Private Client Services | Pendleton | IN | 08/2020 | Present |
| Securestate Financial Services Inc. | Pendleton | IN | 05/2020 | Present |
1) SecurEstate Financial Services, 100 South Main Street, Pendleton IN 46064. Owner, President and Financial Advisor of the RIA established to provide Investment Advice, Asset/Investment Management and Financial Planning Services (Retirement Planning, Estate Planning). 120 hours/month, 120 during trading hours. 2) Licensed agent for the sales of Fixed Annuity and Life insurance. 1 hours/month, 1 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-19 |
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