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Westfield, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Family Office Services | Indianapolis | IN | 10/2008 | 01/2020 |
| Cfa Society Indianapolis | Indianapolis | IN | 07/2023 | Present |
| Indiana University Health | Indianapolis | IN | 02/2020 | Present |
| Argus Efficient Capital, Llc | Indianapolis | IN | 02/2024 | Present |
Investment officer of Risk at IU Health. Approx. 40 hours a week. Executive Director at CFA Society Indianapolis. Approx. 2 hours a week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
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