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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
| IN | RA | APPROVED | 2025-03-31 |
Branch Locations
8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Kiecker | Indianapolis | IN | 03/2015 | 12/2016 |
| Homemaker | Carmel | IN | 07/2022 | 11/2024 |
| Kaplan | Carmel | IN | 11/2023 | 10/2024 |
| Fidelity Investments | Indianapolis | IN | 11/2024 | Present |
| Our Lady Mount Carm | Carmel | IN | 10/2023 | 04/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2022 |
| Northwestern Mutual Investment Services Llc | Indianapolis | IN | 03/2015 | 12/2016 |
| Fidelity Brokerage Services Llc | Indianapolis | IN | 01/2017 | 07/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-17 |
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