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Anthony J Bonanno

The Wellington Grp LLC

Indianapolis, IN

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Current Employers
The Wellington Grp Llc

9000 Keystone Crossing Suite 400, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-26
IN RA APPROVED 2024-10-30
  • TX RA
    APPROVED
    Since 2025-06-26
  • IN RA
    APPROVED
    Since 2024-10-30

Branch Locations

9000 Keystone Crossing Suite 400, 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
Guardian Life Insurance Co Of America Indianapolis IN 03/1988 08/2023
Park Avenue Securities Llc Indianapolis IN 05/1999 08/2023
Pks Investments Albany NY 08/2023 Present
Wellington Wealth Strategies Indianapolis IN 08/2023 10/2024
The Wellington Grp Llc Indianapolis IN 10/2024 Present
  • 03/1988 → 08/2023
    Guardian Life Insurance Co Of America
    Indianapolis, IN
  • 05/1999 → 08/2023
    Indianapolis, IN
  • 08/2023 → Present
    Pks Investments
    Albany, NY
  • 08/2023 → 10/2024
    Wellington Wealth Strategies
    Indianapolis, IN
  • 10/2024 → Present
    Indianapolis, IN
Previous Registrations
  • 2025-01-02 → 2025-12-31
    Wellington Wealth Strategies, Llc
    Indianapolis, IN
  • 2023-09-01 → 2024-12-31
    Wellington Wealth Strategies, Llc
    Indianapolis, IN
  • 1999-05-03 → 2023-09-11
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
  • 1999-01-20 → 2006-12-31
    Indianapolis, IN
Other Businesses

1.NAPCG (National Advisors Private Client Group), Start: 01/01/2004, Address: 800 Westchester Avenue, N-409 Rye Brook, NY 10573, Hrs per month - Tot/Bus: 3/2, Not Investment Related, 2. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance agency. Agent. 9/2023. 80 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. The Wellington Group LLC. I am the sole owner of the LLC, Start: 01/01/1996, Address: 9000 Keystone Crossing #400 Indianapolis, IN 46240, 160 bus hrs per month, Investment related, 4. NAPCG VENTURS LLC- Established LLC to hold private investment of Pendella. Start: 01/23/2022, Address: 3625 E. 96th St. Indianapolis Indiana 46240, 1 total hours per month 1 during securities trading hours, Investment related, Less than 10% annual compensation,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-22
S63 Uniform Securities Agent State Law Examination 1986-08-20
  • S65 Uniform Investment Adviser Law Examination
    1995-03-22
  • S63 Uniform Securities Agent State Law Examination
    1986-08-20
Other Names
  • Anthony Joseph Bonanno

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