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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-14 |
| OH | RA | APPROVED | 2024-09-09 |
| LA | RA | APPROVED | 2024-05-15 |
| MA | RA | APPROVED | 2023-07-06 |
| NV | RA | APPROVED | 2023-06-27 |
| CA | RA | APPROVED | 2023-06-21 |
| ID | RA | APPROVED | 2023-06-21 |
| NE | RA | APPROVED | 2023-06-21 |
| OK | RA | APPROVED | 2023-06-21 |
| VA | RA | APPROVED | 2023-06-21 |
| WA | RA | APPROVED | 2023-06-21 |
| FL | RA | APPROVED | 2023-06-12 |
| DC | RA | APPROVED | 2019-10-02 |
| NJ | RA | APPROVED | 2019-08-27 |
| MI | RA | APPROVED | 2019-08-21 |
| NC | RA | APPROVED | 2019-08-21 |
| TX | RA | APPROVED | 2019-08-21 |
| IN | RA | APPROVED | 2019-04-01 |
Branch Locations
11611 N. Meridian Street Suite 300, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Indianapolis | IN | 04/1998 | Present |
| Market Share Financial Inc | Indianapolis | IN | 11/2000 | Present |
| Lincoln Financial Securities Corporation | Carmel | IN | 07/2008 | 04/2019 |
| Royal Alliance | Carmel | IN | 04/2019 | Present |
1) MARKETSHARE FINANCIAL, INC. - FIXED INSURANCE POSITION: Senior Consultant, Insurance Division NATURE: CORPORATION; ESOP; INSURANCE AGENCY INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 180 START DATE: 11/13/2000 ADDRESS: 11611 N MERIDIAN STREET, SUITE 300, CARMEL IN 46032, United States DESCRIPTION: Offers accident & health, disability, fixed and traditional insurance products. Quotes, case design, product selection, and advanced planning services for insurance agents of MarketShare Financial. 2) MARKETSHARE FINANCIAL, INC. POSITION: Registered Representative/Investment Advisory Representative NATURE: Corporation, ESOP INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 04/01/2019 ADDRESS: 11611 N MERIDIAN STREET, SUITE 300, CARMEL IN 46032, United States DESCRIPTION: Offering securities and advisory solutions to clients using the business name of MarketShare Financial. 3) SCOUTING USA/BOY SCOUTS OF AMERICA POSITION: volunteer, Troop 97 Committee Member, Asst. Scoutmaster NATURE: Volunteer organizations. Not for Profit. Locations are numerous so I am using my home address as my individual location for this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2009 ADDRESS: 424 Verwood Ct, Indianapolis IN 46234, United States DESCRIPTION: Volunteering to assist in providing the Scouting Program to the youth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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