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350 Massachusetts Ave Suite 300, Indianapolis, IN 46204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-08-15 |
Branch Locations
Satellite Beach, FL • United States
350 Massachusetts Ave Suite 300, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Butler University | Indianapolis | IN | 02/2012 | 05/2016 |
| Indiana University | Indianapolis | IN | 08/2016 | 05/2018 |
| Salvation Army | Fort Walton Beach | FL | 08/2018 | 12/2018 |
| Kinder Konsulting | Cocoa | FL | 06/2019 | 02/2020 |
| Sunshine Virtual Solutions, Llc. | Satellite Beach | FL | 02/2020 | Present |
| Private Counsel Group, Ltd. | Indianapolis | IN | 07/2020 | Present |
| Unemployed | Cocoa | FL | 12/2018 | 06/2019 |
| Unemployed | Fort Walton Beach | FL | 05/2018 | 06/2019 |
| Unemployed | Indianapolis | IN | 05/2016 | 08/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-13 |
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