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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-06 |
| TX | RA | APPROVED | 2025-11-06 |
Branch Locations
580 E Carmel Drive Suite 208, Carmel, IN 46032 • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Franklin | TN | 10/2012 | 04/2017 |
| Nylife Securities Llc | Franklin | TN | 01/2013 | 04/2017 |
| Eagle Strategies Llc | Franklin | TN | 02/2015 | 04/2017 |
| Clear Financial Strategies | Franklin | TN | 05/2016 | 03/2017 |
| Mass Mutual Life Insurance Company | Westfield | IN | 04/2017 | 06/2020 |
| Mml Investors Services | Westfield | IN | 04/2017 | 06/2020 |
| Commonwealth Financial Network | Waltham | MA | 06/2020 | 11/2025 |
| Mosaic Wealth Advisors (Formerly Innovative Financial Solutions) | Indianapolis | IN | 06/2020 | Present |
| Savvy | Carmel | IN | 11/2025 | Present |
1. Mosaic Wealth Advisors, formerly Innovative Financial Solutions. Investment-related. Carmel, IN. Fixed insurance sales. Insurance Agent. 06/01/2020. 5% time spent during regular business hours. Operate as an agent to implement fixed life, disability and long-term care insurance solutions as needed for clients. 2. Clear Planning Solutions, LLC. Investment-related. Carmel, IN. A private entity established to facilitate securities, advisory, and insurance business. Owner, Financial Advisor. 5/10/2021. 1% of time spent during business hours. 3. Financial Planning Association of Greater Indiana. Not investment-related. Carmel, IN. Board Member, Director of NexGen. Dec 01, 2020. 5 hours/month.1% time spent during regular business hours. I mentor less experienced advisors, hold regular meetings, and serve as a board member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-03 |
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