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11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-02 |
| IL | RA | APPROVED | 2024-04-17 |
| MI | RA | APPROVED | 2024-04-17 |
| OH | RA | APPROVED | 2024-04-17 |
| IN | RA | APPROVED | 2000-02-08 |
| TX | RA | APPROVED_RES | 1999-04-05 |
Branch Locations
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group, Ltd | Carmel | IN | 01/1984 | Present |
02/2024 TO PRESENT - CHAIRMAN OF THE BOARD OF MANAGERS, BASELINE FITNESS HOLDINGS LLC, FITNESS, NON INVSTMNT, REC COMP; 02/2022 TO PRESENT - BOARD MEMBER, TILE REDI MAYFAIR LLC, SHOWER INSTALLATION, NON INVSTMNT, REC COMP; 04/2018 TO PRESENT - BOARD MEMBER, IDW MAYFAIR INC., REFRIGERATION, NON INVSTMNT, REC COMP; 02/2012 TO PRESENT - MANAGER, PATHFINDER INVESTMENTS LLC, OPERATIONAL, NON INVSTMNT, NO COMP; BOARD MEMBER OF THE FOLLOWING FOUNDATIONS, NO COMP: 11/2023 - COOK FAMILY FOUNDATION, DIRECTOR; 06/2023 - VALIANT FOUNDATION, TREASURER / SECRETARY, REVIEW QUARTERLY GRANTS; THOMASSON FOUNDATION, PRESIDENT / DIRECTOR; BRYSON FOUNDATION, DIRECTOR; SMITH FAMILY FOUNDATION, DIRECTOR / SECRETARY / TREASURER; BURRIS FOUNDATION, SECRETARY;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-08-11 |
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