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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-12-02
  • IN RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2021 → 05/2023
    Taylor University
    Upland, IN
  • 05/2020 → 08/2021
    Noblesville Parks And Recreation
    Noblesville, IN
  • 10/2021 → 01/2022
    Indianapolis Colts
    Indianapolis, IN
  • 08/2018 → 08/2019
    Martin & Martin Insurance Agency
    Noblesville, IN
  • 05/2018 → 08/2020
    Harbour Trees Beach And Gold Club
    Noblesville, IN
  • 06/2013 → 05/2019
    Noblesville Schools
    Noblesville, IN
  • 11/2021 → 11/2022
    Spencer Farms
    Noblesville, IN
  • 06/2019 → 05/2023
    Taylor University
    Upland, IN
  • 06/2023 → 12/2024
    Wealthpoint Advisors Llc
    Indianapolis, IN
  • 12/2024 → Present
    Allworth Financial
    Indianapolis, IN
Previous Registrations
  • 2023-09-15 → 2024-12-31
    Wealthpoint Advisors Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-15
  • S65 Uniform Investment Adviser Law Examination
    2023-09-15
Other Names
  • Jack Charles Newcomer

View on SEC IAPD

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