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Current Employers
Charter Advisory Corporation

250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2010-04-06
  • IN RA
    APPROVED
    Since 2010-04-06

Branch Locations

904 North State Street, Greenfield, IN 46140 • 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
Butler Ins. Agency, Inc. Greenfield IN 12/1996 Present
Lpl Financial Llc Greenfield IN 09/2009 Present
Charter Advisory Corporation Greenfield IN 03/2010 Present
  • 12/1996 → Present
    Butler Ins. Agency, Inc.
    Greenfield, IN
  • 09/2009 → Present
    Lpl Financial Llc
    Greenfield, IN
  • 03/2010 → Present
    Greenfield, IN
Other Businesses

1. 07/29/2010 - REAL ESTATE RENTAL - PILLAR REAL ESTATE - PARTNER - REAL ESTATE INVESTING - OBTAINING REAL ESTATE TO RE-HAB AND RE-SELL OR HOLD AS RENTAL PROPERTY - NET RENTAL GAIN OR PROFIT FROM RE-SALE OF PROPERTY - LOOKING FOR REAL ESTATE INVESTMENTS. - TIME SPENT 5%. 2. 9/9/2010 - Charter Advisory Corporation - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 03/2010 - 32 Hours Per Month - Time Spent 20% - I provide investment advisory services through Charter Advisory Corporation, an independent investment advisor firm. I started this business activity in 03/2010. I expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 07/12/2012 - Butler Financial Services - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 7/13/2012: NON-VARIABLE INSURANCE - BUTLER INSURANCE - PROPERTY & CASUALTY BROKER - TIME SPENT 10% - GREENFIELD, IN 5. 12/26/2013 - PILLAR REAL ESTATE LLC - REAL ESTATE RENTAL - 5 RESIDENTIAL RENTAL PROPERTIES - TIME SPENT 3% - GREENFIELD IN 6. 01/21/2016 - B & C Properties ! LLC - INV REL - 2150 Muessing Rd Indianapolis IN 46239 - Real Estate Rental - START 06/01/1990 - 1 HOUR PER MONTH - real estate partnership that buys, sells and rents residential property. 7. 12/4/2018 - Butler Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/17/1974 - 100 Hours Per Month/50 Hours During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-06-11
  • S63 Uniform Securities Agent State Law Examination
    1982-06-11
Designations
Other Names
  • Tom Butler

View on SEC IAPD

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