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12726 Coldwater Road, Fort Wayne, IN 46845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Fort Wayne | IN | 04/2017 | 11/2021 |
| Nylife Securities Llc | Fort Wayne | IN | 07/2017 | 11/2021 |
| Logans Roadhouse | Fort Wayne | IN | 04/2014 | 05/2017 |
| Flagstar | Lagrange | IN | 03/2021 | 11/2021 |
| Infinex Financial Group | Meriden | CT | 06/2021 | 11/2021 |
| Cx Institutional | Auburn | IN | 11/2021 | 04/2025 |
| Personal Wealth Partners, Llc | Bloomington | MN | 04/2022 | 10/2022 |
| Kestra Advisory Services, Llc | Fort Wayne | IN | 07/2025 | 01/2026 |
| Wealth Advisors Group | Fort Wayne | IN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
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