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111 East Main Street, Brownsburg, IN 46112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-08-15 |
Branch Locations
1555 W Oak St, Suite 100, Zionsville, IN 46077 • United States
111 East Main Street, Brownsburg, IN 46112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Herff Jones | Indianapolis | IN | 09/2012 | 12/2016 |
| Lehman's Terms | Zionsville | IN | 01/2017 | 07/2018 |
| Hd Vest Advisory Services | Zionsville | IN | 05/2017 | 08/2017 |
| Hd Vest Investment Services | Zionsville | IN | 05/2017 | 08/2017 |
| Teeple Wealth Management, Llc | Brownsburg | IN | 08/2017 | Present |
| Olsen Enterprises Llc | Zionsville | IN | 07/2018 | Present |
Olsen Enterprises LLC ~'NIR'~1555 W Oak St~ ~Zionsville~IN~46077~ Owner-financial statement compilation and review engagements ~Other~7/2018~160hrs~80hrs~Tax and accounting services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-01 |
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