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Westfield, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-19 |
| IN | RA | APPROVED | 2024-10-23 |
| IL | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piertree Llc (Dba Allstreet Wealth) | Kansas City | MO | 09/2023 | Present |
| Midwest Small Business Accounting And Tax | Roselle | IL | 07/2020 | 09/2023 |
| Warehouse Distribution Services | Rockford | IL | 01/2017 | 01/2018 |
| Butler University | Indianapolis | IN | 01/2018 | 06/2020 |
| Rock Valley College | Rockford | IL | 01/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-30 |
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