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1120 W Oak St Suite 200, Zionsville, IN 46077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-18 |
Branch Locations
1120 W Oak St Suite 200, Zionsville, IN 46077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Indianapolis | IN | 11/2007 | 01/2019 |
| Brass Tax Wealth Management, Llc | Brownsburg | IN | 12/2019 | 12/2025 |
| Brass Tax Wealth Management, Llc | Brownsburg | IN | 04/2019 | 12/2019 |
| Lpl Financial Llc | Brownsburg | IN | 11/2019 | 12/2025 |
| Oneamerica Securities, Inc. | Indianapolis | IN | 01/2009 | 01/2019 |
| Take It Off Graffiti Removal | Indianapolis | IN | 01/2003 | Present |
| Strategic Integrated Solutions | Indianapolis | IN | 04/2016 | Present |
| Storen Legacy Partners, Llc | Zionsville | IN | 12/2025 | Present |
| Simplicity Investments | Summit | NJ | 12/2025 | Present |
| Storen Tax Services | Brownsburg | IN | 01/2008 | Present |
| Lpl Financial Llc | Brownsburg | IN | 06/2019 | 12/2025 |
1.) Simplicity Investments - 12/23/2025 - 1120 W Oak Street, Zionsville, IN 46077 - Registered Rep, Broker Dealer business, Invt Rel, RR, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) STOREN TAX SERVICES - 1/1/2008 - 1120 W Oak Street, Zionsville, IN 46077 - Tax Preparer, Meet with clients & complete their tax return, Not Invt Rel, Tax preparing services, 160 hrs/mo; 160 hrs/mo (during trading hrs). 3.) STOREN LEGACY PARTNERS LLC - 12/1/2025 - 1120 W Oak Street, Zionsville, IN 46077 - IAR, Investment Advisor Services, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) STOREN ADVISORY GROUP - 5/23/25 - 1120 W Oak Street, Zionsville, IN 46077 - IAR, Investment Advisor Services, Invt Rel, Advisory Business, 40 hrs/mo; 40 hrs/mo (during trading hours). 5.) STOREN FINANCIAL - 1/9/2020 - 1120 W Oak Street, Zionsville, IN 46077 - Agent, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 6.) TAKE IT OFF GRAFFITI REMOVAL CO. - 1/1/2003 - Indianapolis, IN USA - Owner, Solicit and remove graffiti from property surfaces, Not Invt Rel, Graffiti removal services, 2 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-05 |
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