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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 2025-05-30
  • IN RA
    APPROVED
    Since 2025-05-30

Branch Locations

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

8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • 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
Sheaff Brock Investment Advisors Indianapolis IN 11/2004 09/2025
Salzinger Sheaff Brock, Llc Indianapolis IN 02/2009 06/2025
Allworth Financial Indianapolis IN 05/2025 Present
  • 11/2004 → 09/2025
    Sheaff Brock Investment Advisors
    Indianapolis, IN
  • 02/2009 → 06/2025
    Salzinger Sheaff Brock, Llc
    Indianapolis, IN
  • 05/2025 → Present
    Allworth Financial
    Indianapolis, IN
Previous Registrations
  • 2006-05-01 → 2025-09-12
    Sheaff Brock Investment Advisors, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-31
  • S65 Uniform Investment Adviser Law Examination
    2006-01-31
Other Names
  • Debra Mcculley
  • Debra Kay Beutel

View on SEC IAPD

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