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719 E. Bristol St., Elkhart, IN 46514 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zimmer Biomet | Warsaw | IN | 04/2022 | 01/2024 |
| Ctdi | South Bend | IN | 07/2019 | 04/2022 |
| Unemployed | N/A | IN | 03/2019 | 07/2019 |
| Bayer Healthcare | Mishawaka | IN | 12/2017 | 03/2019 |
| Walter + Keenan | South Bend | IN | 10/2014 | 12/2017 |
| Creative Financial Designs | Kokomo | IN | 02/2024 | 09/2024 |
| Pathway Asset & Tax Advisory | Elkhart | IN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-28 |
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