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100 S Main St., Pendleton, IN 46064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-08-28 |
| IN | RA | APPROVED | 2020-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2017 | 08/2020 |
| Securestate | Pendleton | IN | 10/2016 | Present |
| Arcadis U.S., Inc. | Indianapolis | IN | 01/2015 | 03/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2018 | 08/2020 |
| Private Client Services | Pendleton | IN | 08/2020 | Present |
| Securestate Financial Services, Inc. | Pendleton | IN | 08/2020 | Present |
1)SecurEstate Financial Services, 100 South Main Street, Pendleton IN 46064. Vice President and Financial Advisor of the RIA established to provide Investment Advice, Asset/Investment Management and Financial Planning Services (Retirement Planning, Estate Planning). 120 hours/month, 120 during trading hours. 2) South Madison Community Foundation-Investment Committee Member. 233 S Main Street, Pendleton, IN 46064. Non-profit community foundation within Madison County, Indiana. Member of the investment committee. Start date with business: 2023-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-21 |
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