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121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2019-11-05 |
Branch Locations
121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States
8801 N. 32Nd St Suite 1-B, Richland, MI 49083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Portage | MI | 06/2013 | 09/2016 |
| Wellington Investment Advisors | Bloomington | IN | 08/2016 | Present |
| Private Client Services Llc | Louisville | KY | 09/2016 | 07/2017 |
1. Wellington Investment Advisors 121 E 6th St Ste 2 Bloomington IN 47408. 160 hrs/month; 40hr/month during trading hours. Investment Advisory Services. 2.Ostial Solutions LLC 5121 E ML Avenue, Kalamazoo MI 49048. Medical Devices. Passive Investor. 0 hrs/month 3. Svelte Medical Systems 675 Central Ave #2 New Providence NJ 074947. Medical. Passive Investor 0 hrs/month 4. Ablative Solutions. Medical. Passive Investor. 0 hrs/month 5. eNeuro. Medical. Passive Investor. 0 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-11 |
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