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7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-17 |
Branch Locations
1318 Ohio Street Suite 2, Terre Haute, IN 47807 • United States
7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Civitas Financial Llc | Indianapolis | IN | 08/2026 | Present |
| American Senior Benefits | Indianapolis | IN | 05/2024 | Present |
| Aflac | Indianapolis | IN | 03/2024 | 05/2024 |
| State Of Indiana 181St Airbase | Indianapolis | IN | 12/2023 | 02/2024 |
| Virgo County Government | Terre Haute | IN | 08/2023 | 10/2023 |
| Hydrite Chemical | Terre Haute | IN | 06/2016 | 06/2023 |
(1) American Senior Benefits; Yes; Indianapolis, IN; Insurance Services; Insurance Agent; 05/2024; 80/ HRS MO; 80/ HRS MO (50% of their time spent in this business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-30 |
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