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Indianapolis, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-03 |
| MO | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2016 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Lancaster | PA | 04/2021 | 06/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | 06/2023 |
| Hazlet, Burt & Watson | Lancaster | PA | 06/2023 | 02/2025 |
| Savvy | Lititz | PA | 02/2025 | 04/2025 |
| Kerr Wealth Management | Fresno | CA | 05/2025 | 07/2026 |
| Security Capital Management | Lancaster | PA | 06/2023 | 02/2025 |
| Realtea Capital, Inc. | Philadelphia | PA | 04/2024 | 05/2026 |
| Ehg Wealth Management | Indianapolis | IN | 05/2026 | Present |
| Ehg Tax Optimizaion Services Llc | Indianapolis | IN | 05/2026 | Present |
| Ehg Trust Services Llc | Indianapolis | IN | 05/2026 | Present |
| Ehg Insurance Brokerage Llc | Indianapolis | IN | 05/2026 | Present |
1) EHG Trust Services LLC - not investment-related - Indianapolis, IN - trust related services company - Owner - 05/2026 - 20 - 20. 2) EHG Insurance Brokerage LLC - investment-related - Indianapolis, IN - insurance broker - Owner - 05/2026 - 20 - 20. 3) EHG Tax Optimization Services LLC - not investment-related - Indianapolis, IN - tax services - Owner - 05/2026 - 20 - 20.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-19 |
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