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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-10 |
Branch Locations
9998 Crosspoint Boulevard Ste 330, Indianapolis, IN 46259 • United States
270 Bradenton Avenue, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Valparaiso | IN | 05/2015 | 11/2016 |
| American Funds | Carmel | IN | 12/2016 | 07/2019 |
| American Funds | Carmel | IN | 07/2019 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 09/2024 |
| Fisher Investments | Tampa | FL | 11/2024 | 02/2025 |
| Unemployed | Noblesville | IN | 02/2025 | 08/2025 |
| Golden Reserve Retirement, Llc | Carmel | IN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-03 |
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