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9333 N Meridian St Ste 300, Indianapolis, IN 46260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
| IN | RA | APPROVED | 2017-10-02 |
Branch Locations
9333 N Meridian St Ste 300, Indianapolis, IN 46260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Financial Services Inc | Indianapolis | IN | 06/2017 | Present |
| Olivet Nazarene University | Bourbonnais | IL | 08/2013 | 05/2017 |
| Olivet Nazarene University | Bourbonnais | IL | 08/2015 | 05/2017 |
| Hawtree & Associates, Cpa | Frankfort | IL | 01/2017 | 04/2017 |
As an employee of NorthWest Financial Services, Inc. (Indianapolis, IN), adviser maintains an insurance license (investment-related). Adviser spends approximately 2 hours per month during trading hours evaluating and recommending insurance for clients. Insurance license obtained in 2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-02 |
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