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384 N Madison Ave Ste. 200, Greenwood, IN 46142 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-11-06 |
Branch Locations
384 N Madison Ave Ste. 200, Greenwood, IN 46142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University | Indianapolis | IN | 05/2010 | 06/2019 |
| Cross Financial Services | Franklin | IN | 09/2013 | 09/2017 |
| Koon Financial Planning & Consulting/Kfp&C | Greenwood | IN | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-06 |
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