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9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
Galleria Tower One 13355 Noel Road Ste 1100, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Dallas | TX | 05/2009 | Present |
ELIAS FINANCIAL NETWORK LLC, INV RELATED, DALLAS, TX, 100% OWNERSHIP, START 7/18/2005, 120 HOURS PER MONTH, 120 HOURS DURING TRADING, FINET PRACTICE. ELIAS INNOVATIONS, LLC, NOT INVT RELATED, DALLAS, TX, 100% OWNERSHIP, START DATE 4/8/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF DRINKWARE FOR BOTTLES. DBA Trinity Capital Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-04 |
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