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121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-17 |
Branch Locations
121 E. 6Th Street Suite 2, Bloomington, IN 47408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focal Point Logistics, Llc D/B/A Unishippers 1730 | Spring Hill | TX | 01/2026 | 06/2026 |
| County National Bank | Hillsdale | MI | 06/2025 | 08/2025 |
| Hillsdale Community Health Center | Hillsdale | MI | 01/2025 | 12/2025 |
| Iron Capital Advisors, Inc. | Atlanta | GA | 06/2024 | 08/2024 |
| Cherokee Town And Country Club, Inc. | Atlanta | GA | 05/2023 | 01/2025 |
| The Home Depot, Inc. | Smyrna | GA | 05/2022 | 08/2022 |
| Starbucks Corporation | Smyrna | GA | 09/2020 | 10/2021 |
| Chick-Fil-A, Inc. | Smyrna | GA | 10/2019 | 07/2020 |
| Hillsdale College | Hillsdale | MI | 09/2022 | 06/2026 |
| Full-Time Student | Smyrna | GA | 08/2016 | 08/2022 |
| Wellington Investment Advisors | Bloomington | IN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
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