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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-04 |
Branch Locations
11622 North Michigan Road Suite 100, Zionsville, IN 46077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Engage Financial Group / Osaic Wealth | Zionsville | IN | 05/2025 | Present |
| Osaic Wealth Inc | Zionsville | IN | 06/2025 | Present |
| Kinsey's Italian Cafe | Mccordsville | IN | 09/2019 | 10/2020 |
| Westminster Village North | Lawrence | IN | 10/2020 | 10/2021 |
| Indiana University Indianapolis | Indianapolis | IN | 08/2021 | 05/2025 |
| Indianapolis Yacht Club | Mccordsville | IN | 10/2021 | 06/2023 |
| The Hawthorns Golf And Country Club | Fishers | IN | 06/2023 | Present |
| Mt. Vernon High School | Fortville | IN | 08/2017 | 05/2021 |
| Mt. Vernon Middle School | Fortville | IN | 06/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-02 |
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