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3105 E 98Th Street Suite 170, Indianapolis, IN 46280 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-12 |
Branch Locations
Noblesville, IN • United States
3105 E 98Th Street Suite 170, Indianapolis, IN 46280 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cx Institutional, Llc | Auburn | IN | 04/2018 | 03/2020 |
| Pnc Bank | Auburn | IN | 06/2007 | 04/2018 |
| Lpl Financial, Llc | Auburn | IN | 09/2019 | 03/2020 |
| Market Street Wealth Management Advisors, Llc | Noblesville | IN | 07/2020 | Present |
| Unemployed | Noblesville | IN | 04/2020 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-14 |
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
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