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Avon, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Street Wealth Management Advisors, Llc | Indianapolis | IN | 05/2014 | 02/2022 |
| Migration Wealth Management, Llc | Avon | IN | 01/2022 | Present |
| Piertree Llc Dba Allstreet Wealth | Kansas City | MO | 04/2022 | 05/2024 |
1) The Child Advocacy Center of Hendricks County, Inc., doing business as Susie's Place Child Advocacy Centers; not investment-related; 7386 Business Center Drive, Avon, IN 46123; a non-profit organization; Board Member; 6/2023; 3-4 hours/month devoted; 0-1 hours/month during securities trading hours; serves on the Board of Directors. 2) Hendricks County Community Foundation; not investment-related; 6319 East US Highway 36, Suite 211, Avon, IN 46123; a non-profit organization; Board Member; 10/2024; 3-4 hours/month devoted; 0-1 hours/month during securities trading hours; serves on the Board of Directors. 3) Hendricks Regional Health Foundation, Inc.; not investment-related; 1000 East Main Street, Danville, IN 46122; a non-profit organization; Board Member; 3/2025; 1-2 hours/month devoted; 0-1 hours/month during securities trading hours; serves on the Board of Directors.
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