Henry Tyler Rosser

$23.3B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-08-09
IN	RA	APPROVED	2024-04-01

Branch Locations

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

Organization	City	State	From	To
H.J. Umbaugh & Associates, Cpas, Llp	Indianapolis	IN	07/2016	11/2016
First Merchants Bank	Carmel	IN	11/2016	07/2017
Indiana University Robert H. Mckinney School Of Law	Indianapolis	IN	08/2017	05/2020
Dentons Bingham Greenebaum	Indianapolis	IN	05/2018	05/2020
Ryan, Moore, Cook, Triplett & Albertson, Llp	Frankfort	IN	08/2020	06/2021
Scannell Properties	Indianapolis	IN	06/2021	08/2022
Oxford Financial Group, Ltd.	Carmel	IN	08/2022	Present

07/2016 → 11/2016

H.J. Umbaugh & Associates, Cpas, Llp

Indianapolis, IN
11/2016 → 07/2017

First Merchants Bank

Carmel, IN
08/2017 → 05/2020

Indiana University Robert H. Mckinney School Of Law

Indianapolis, IN
05/2018 → 05/2020

Dentons Bingham Greenebaum

Indianapolis, IN
08/2020 → 06/2021

Ryan, Moore, Cook, Triplett & Albertson, Llp

Frankfort, IN
06/2021 → 08/2022

Scannell Properties

Indianapolis, IN
08/2022 → Present

Oxford Financial Group, Ltd.

Carmel, IN

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