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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 | 2025-11-07 |
Branch Locations
580 E Carmel Dr. 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Indianapolis | IN | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Indianapolis | IN | 03/2017 | 09/2017 |
| Mass Mutual Life Insurance Company | Indianapolis | IN | 07/2016 | 09/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2017 | 11/2025 |
| Savvy | Carmel | IN | 11/2025 | Present |
1. Fixed Insurance Sales. Investment-related. Carmel, IN. Advisor. 05/18/2017. 5% of time spent during business hours. 2. Mosaic Advisory Services, LLC. Investment-related. Carmel, IN. A personal private entity established to facilitate securities, advisory, and insurance business. President. 04/04/2018. Approximately 1% time spent during securities trading hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-04 |
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