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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-12-02 |
Branch Locations
8801 River Crossing Blvd Suite 100, Inidanapolis, IN 46240 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor University | Upland | IN | 05/2021 | 05/2023 |
| Noblesville Parks And Recreation | Noblesville | IN | 05/2020 | 08/2021 |
| Indianapolis Colts | Indianapolis | IN | 10/2021 | 01/2022 |
| Martin & Martin Insurance Agency | Noblesville | IN | 08/2018 | 08/2019 |
| Harbour Trees Beach And Gold Club | Noblesville | IN | 05/2018 | 08/2020 |
| Noblesville Schools | Noblesville | IN | 06/2013 | 05/2019 |
| Spencer Farms | Noblesville | IN | 11/2021 | 11/2022 |
| Taylor University | Upland | IN | 06/2019 | 05/2023 |
| Wealthpoint Advisors Llc | Indianapolis | IN | 06/2023 | 12/2024 |
| Allworth Financial | Indianapolis | IN | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-15 |
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