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202 S. Michigan St. Suite 910, South Bend, IN 46601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-08 |
Branch Locations
202 S. Michigan Suite 910, South Bend, IN 46601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walter & Keenan Wealth Management, Llc | South Bend | IN | 01/2024 | Present |
| Johnson Investment Counsel | Cincinnati | OH | 05/2023 | 01/2024 |
| Ball State University | Muncie | IN | 08/2019 | 12/2022 |
| Goshen High School | Goshen | IN | 08/2015 | 05/2019 |
| Forest River | Goshen | IN | 06/2019 | 08/2019 |
| Jimmy Johns | Muncie | IN | 01/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
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