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Current Employers
Vestia Personal Wealth Advisors

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-11
  • IN RA
    APPROVED
    Since 2026-03-11

Branch Locations

9955 Crosspoint Blvd Suite 200, Indianapolis, IN 46256 • United States

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • 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
Sagespring Wealth Partners Franklin TN 07/2024 02/2026
Financial Enhancement Group Indianapolis IN 05/2023 08/2023
Camp Ray Bird South Bend IN 06/2022 08/2022
Lake City Bank Indianapolis IN 05/2021 08/2021
Dryer And Reinbold Subaru Greenwood IN 06/2020 08/2020
Purdue University West Lafayette IN 08/2020 05/2021
Purdue University West Lafayette IN 08/2021 06/2022
Purdue University West Lafayette IN 08/2022 05/2023
Purdue University West Lafayette IN 08/2023 07/2024
Greenwood Christian Academy Greenwood IN 08/2006 06/2020
Vestia Personal Wealth Advisors Fort Wayne IN 02/2026 Present
  • 07/2024 → 02/2026
    Franklin, TN
  • 05/2023 → 08/2023
    Financial Enhancement Group
    Indianapolis, IN
  • 06/2022 → 08/2022
    Camp Ray Bird
    South Bend, IN
  • 05/2021 → 08/2021
    Lake City Bank
    Indianapolis, IN
  • 06/2020 → 08/2020
    Dryer And Reinbold Subaru
    Greenwood, IN
  • 08/2020 → 05/2021
    Purdue University
    West Lafayette, IN
  • 08/2021 → 06/2022
    Purdue University
    West Lafayette, IN
  • 08/2022 → 05/2023
    Purdue University
    West Lafayette, IN
  • 08/2023 → 07/2024
    Purdue University
    West Lafayette, IN
  • 08/2006 → 06/2020
    Greenwood Christian Academy
    Greenwood, IN
  • 02/2026 → Present
    Fort Wayne, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-01
  • S65 Uniform Investment Adviser Law Examination
    2023-08-01

View on SEC IAPD

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