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10293 North Meridian Street Suite 265, Carmel, IN 46290-1140 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-16 |
| IN | RA | APPROVED | 1999-01-20 |
Branch Locations
10293 North Meridian Street Suite 265, Carmel, IN 46290-1140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Carmel | IN | 04/2003 | Present |
| Cade Group, Inc., Dba Vero Wealth | Carmel | IN | 04/1997 | 09/2019 |
| Cade & Lee Dba Benefit Brokers | Carmel | IN | 10/1987 | Present |
| Home E Results | Carmel | IN | 10/2017 | Present |
| Rental Real Estate | Carmel | IN | 05/2018 | 01/2019 |
| Cade Group | Carmel | IN | 09/2019 | Present |
(1)Name of Business: Cade and Lee Address: 9950 East Haven Lane, Apt A, Carmel, IN, 46280, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/13/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Group Health Insurance / Employee Benefits (2)Name of Business: Cade Group Inc. Address: 10293 North Meridian. Suite 265, Carmel, IN, 46290, United States Activity Type: Independent RIA Position/Title: Advisor, Officer - President Investment Related: Yes Start Date: 04/01/1997 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Manage clients portfolios on a discretionary basis approved by Raymond James
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-29 |
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