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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-28 |
| IN | RA | APPROVED | 2022-04-07 |
Branch Locations
6704 East State Boulevard, Fort Wayne, IN 46815 • United States
2601 Lower Huntington Rd, Fort Wayne, IN 46809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | New York | NY | 12/2009 | 12/2016 |
| Howard Bailey Securities, Llc | Fort Wayne | IN | 06/2017 | 01/2018 |
| Td Ameritrade, Inc | Fort Wayne | IN | 03/2018 | 01/2021 |
| Pruco Securities, Llc | Fort Wayne | IN | 01/2021 | 03/2022 |
| The Prudential Insurance Co. Of America | Fort Wayne | IN | 01/2021 | 03/2022 |
| Td Ameritrade Investment Management, Llc | Fort Wayne | IN | 03/2018 | 12/2020 |
| Strategic Advisers, Inc | Fort Wayne | IN | 04/2013 | 12/2016 |
| Fidelity Brokerage Services Llc | New York | NY | 12/2009 | 12/2016 |
| Td Ameritrade | Fort Wayne | IN | 02/2018 | 01/2021 |
| Howard Bailey Financial | Fort Wayne | IN | 05/2017 | 01/2018 |
| Charles Schwab & Co | Fort Wayne | IN | 02/2018 | 01/2021 |
| Massachusetts Mutual Life Insurance Co | Fort Wayne | IN | 08/2013 | 03/2020 |
| J.P. Morgan Securities Llc | Fort Wayne | IN | 04/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Wayne | IN | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-31 |
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