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13080 Grand Blvd. Suite 130, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-11-16 |
Branch Locations
13080 Grand Blvd. Suite 130, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culvers | Huntley | IL | 06/2018 | 04/2019 |
| Huntley Park District | Huntley | IL | 06/2019 | 08/2019 |
| Costco Wholesale | Lake In The Hills | IL | 09/2019 | 01/2022 |
| Mcdonalds | Algonquin | IL | 10/2019 | 01/2021 |
| Taylor University | Upland | IN | 08/2020 | 05/2023 |
| Miracle Camp | Lawton | MI | 06/2022 | 08/2022 |
| Grant County School District | Fairmount | IN | 09/2022 | 05/2023 |
| Halter Ferguson Financial | Carmel | IN | 06/2023 | Present |
| Huntley High School | Huntley | IL | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
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