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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-01-30
  • IN RA
    APPROVED
    Since 2025-01-30

Branch Locations

8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Swallows Landscape Services Parker City IN 05/2016 08/2020
Home City Ice Indianapolis IN 05/2021 Present
First Merchants Bank Carmel IN 05/2023 06/2024
Allworth Financial Indianapolis IN 06/2024 Present
University Of Indianapolis Indianapolis IN 08/2020 08/2024
Monroe Central Jr/Sr High School Parker City IN 08/2016 05/2020
  • 05/2016 → 08/2020
    Swallows Landscape Services
    Parker City, IN
  • 05/2021 → Present
    Home City Ice
    Indianapolis, IN
  • 05/2023 → 06/2024
    First Merchants Bank
    Carmel, IN
  • 06/2024 → Present
    Allworth Financial
    Indianapolis, IN
  • 08/2020 → 08/2024
    University Of Indianapolis
    Indianapolis, IN
  • 08/2016 → 05/2020
    Monroe Central Jr/Sr High School
    Parker City, IN
Other Businesses

Home City Ice - Route Driver - not investment related, and no time spent during business/trading hours, some Saturdays here and there.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-09
  • S65 Uniform Investment Adviser Law Examination
    2025-01-09
Other Names
  • Logan Bing Swallow

View on SEC IAPD

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