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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-29 |
Branch Locations
3835 Edison Lakes Pkwy Suite 300, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Endodontic Specialists | Fishers | IN | 10/2022 | 06/2023 |
| Eskenazi Health | Indianapolis | IN | 12/2020 | 09/2021 |
| Fcc Construction | Bargersville | IN | 05/2020 | 12/2024 |
| Cheesecake Factory | St. Louis | MO | 03/2018 | 12/2020 |
| Tgi Fridays | Indianapolis | IN | 08/2013 | 08/2018 |
| Charles Schwab Co., Inc. | Indianapolis | IN | 07/2023 | 12/2024 |
| Lpl Enterprise | Fort Mill | SC | 12/2024 | 10/2025 |
| Camp Wealth Management | Mishawaka | IN | 10/2025 | Present |
| Cheesecake Factory | Greenwood | IN | 05/2025 | Present |
| Advanced Estate Planning Services, Inc | Mishawaka | IN | 10/2025 | Present |
1) Cheesecake Factory-Not investments related-Greenwood Indiana-20 hrs/mo-0 trading hours-Server 2) Advanced Estate Planning Services, INC; Investment Related; 3835 Edison Lakes Parkway, Suite 300, Mishawaka, IN 46545; Financial planning, investment management, sale of securities, annuities and insurance; Registered Assistant; 10/27/25; 160 hrs/month; 8 hrs/month; sending emails, scheduling meetings, filling out paperwork, sitting in on client meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-27 |
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