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1185 Sagamore Parkway W., Suite 6D, West Lafayette, IN 47906 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2004-03-09 |
Branch Locations
35 Executive Drive, Suite 5, Lafayette, IN 47905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wrp Investments, Inc. | Youngstown | OH | 05/2003 | Present |
| Lifelong Investments, Llc | Lafayette | IN | 05/2003 | Present |
LIFELONG INVESTMENT LLC 4237 E. 200 N., LAFAYETTE , IN 47905; REGISTERED INVESTMENT ADVISOR TITLE: SOLE OWNER PERCENT OF TIME: 5% COMPENSATION: FEES PHILIP PUETZ 4237 E. 200 N. LAFAYETTE, IN 47905; INSURANCE AGENT SOLE PROPRIETORSHIP TITLE: AGENT PERCENT OF TIME: 5% COMPENSATION: COMMISSION PHILIP PUETZ, 4237 E. 200 N., LAYFAYETTE, IN 47905, SOLE PROPRIETORSHIP, NATURE OF BUSINESS: BANK EMPLOYEE, EVERBANK, TIME SPENT: LESS THAN 1%, COMPENSATION: % ON SIZE OF LOAN,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-23 |
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