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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-02 |
Branch Locations
130 East Epler Avenue Suite A, Indianapolis, IN 46227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 04/2017 | 12/2020 |
| Barberry Liquor | Lafayette | IN | 05/2016 | 03/2017 |
| Purdue University | West Lafayette | IN | 08/2012 | 12/2016 |
| Robinhood Financial | Denver | CO | 02/2021 | 08/2022 |
| Robinhood Markets, Inc | Denver | CO | 01/2021 | 08/2022 |
| Fisher Investments | Camas | WA | 12/2022 | 03/2023 |
| Jackie Weeber Insurance Agency | Grandville | MI | 07/2023 | 10/2023 |
| State Farm Vp Management Corp | Grandville | MI | 08/2023 | 10/2023 |
| Unemployed | Camas | WA | 04/2023 | 07/2023 |
| State Farm Investment Management Corp | Grandville | MI | 08/2023 | 10/2023 |
| New York Life Insurance Co. | Grand Rapids | MI | 11/2023 | 05/2025 |
| Nylife Securities Llc. | Grand Rapids | MI | 11/2023 | 05/2025 |
| Unemployed | Denver | CO | 09/2022 | 11/2022 |
| Adam Mccluer's State Farm Agency | Allendale | MI | 09/2024 | 11/2025 |
| Kevin Condon's State Farm Agency | Holland | MI | 06/2025 | 07/2025 |
| Ehlen Heldman And Company | Indianapolis | IN | 12/2025 | Present |
| Ehc Wealth Services Llc | Indianapolis | IN | 12/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2023 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: EHLEN HELDMAN AND COMPANY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE SERVICES; 3. NAME OF OTHER BUSINESS: EHC WEALTH SERVICES LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-03 |
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