3815 River Crossing Pkwy, Suite 200, Indianapolis, IN, 46240
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Andrew serves as Power of Attorney on Meredith Heatley's revocable trust brokerage account, dedicating minimal time to making investment decisions. He is also a steering committee member for the Smaller Manufacturer's Association, spending minimal time coordinating networking events.