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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-02 |
Branch Locations
2829 North Meridian Street, Indianapolis, IN 46208 • United States
2829 N Meridian St, Fl 2, Indianapolis , IN 46208 • United States
601 N. Shadeland Ave., Indianapolis, IN 46219 • United States
2057 N. State Street, Greenfield, IN 46140 • United States
13165 Tegler Dr, Noblesville, IN 46060 • United States
9601 Lantern Road, Fishers, IN 46037 • United States
198 Logan Street, Noblesville, IN 46060 • United States
7120 Emblem Drive, Indianapolis, IN 46237 • United States
3603 E Sr 32, Westfield, IN 46074 • United States
5701 Castle Creek Pkwy N Dr, Indianapolis, IN 46250 • United States
11433 Allisonville Rd, Fishers, IN 46038 • United States
4202 North Franklin Road, Indianapolis, IN 46226 • United States
11610 Olio Rd., Fishers, IN 46037 • United States
14195 Mundy Drive, Noblesville, IN 46060 • United States
3605 S Emerson Ave, Beech Grove, IN 46107 • United States
2370 Broad Ripple Ave, Indianapolis, IN 46220 • United States
4710 East 10Th Street, Indianapolis, IN 46201 • United States
14775 Sunny Dell Lane, Noblesville, IN 46062 • United States
11735 Fox Road, Indianapolis, IN 46236 • United States
5236 North Keystone Avenue, Indianapolis, IN 46220 • United States
7491 North Shadeland Avenue, Indianapolis, IN 46250 • United States
9991 East Washington St, Indianapolis, IN 46229 • United States
9820 E. 116Th Street, Fishers, IN 46038 • United States
14801 Thatcher Ln, Carmel, IN 46032 • United States
3000 Southeastern Avenue, Indianapolis, IN 46203 • United States
8858 Southeastern Avenue, Indianapolis, IN 46239 • United States
2829 N Meridian St, Indianapolis, IN 46208 • United States
416 West Jefferson Street, Louisville, KY 40202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Indianapolis | IN | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 11/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westfield | IN | 01/2005 | 11/2025 |
| Bank Of America | Westfield | IN | 01/2005 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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