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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-11-01 |
Branch Locations
9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathkeeper Financial | Lafayette | IN | 07/2017 | 08/2019 |
| Bruno'S Pizza | West Lafayette | IN | 12/2013 | 07/2017 |
| Creative Financial Designs | Kokomo | IN | 01/2017 | 05/2017 |
| Purdue University | West Lafayette | IN | 08/2013 | 05/2017 |
| Bkd Wealth Advisors, Llc | Indianapolis | IN | 09/2019 | 11/2021 |
| Four Quadrant Wealth Advisors, Inc. | Carmel | IN | 12/2021 | 04/2022 |
| Column Capital Advisors, Llc | Indianapolis | IN | 05/2022 | 10/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2023 | Present |
1) Rental Property, not investment related, private residence, start date: 7/30/21, 4 hours per month, 0 during trading hours, manage rental properties 2 Name: Estate Planning Council of Indianapolis, Inc, Address: N/A, Not Investment Related, Nature: Trade Association, Position/Title: Advisory Board Member, Start: 07/01/2025, Hours/Month: 2, Hours during Market Hours: 0, Duties: plan for upcoming season of EPC events involving CE presentations from guest speakers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-23 |
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