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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-29 |
| IN | RA | APPROVED | 2024-10-24 |
Branch Locations
9910 Dupont Circle Drive E Suite 130, Fort Wayne, IN 46825 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petroleum Traders Corporation | Fort Wayne | IN | 09/2014 | 12/2023 |
| Bankers Life Advisory Services, Inc | Fort Wayne | IN | 10/2024 | Present |
| Kelly Services | Fort Wayne | IN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-02 |
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