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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
200 East 7Th Street, Auburn, IN 46706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concordia Lutheran High School | Fort Wayne | IN | 08/2015 | 05/2019 |
| Spring Arbor University | Spring Arbor | MI | 06/2019 | 05/2023 |
| Passage Wealth | Hoagland | IN | 05/2023 | 06/2026 |
| Cx Institutional | Auburn | IN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-04 |
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