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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED | 2024-07-10 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co | Indianapolis | IN | 09/2016 | 06/2024 |
| Schwab Private Client Invest Advisory | Indianapolis | IN | 09/2016 | 06/2024 |
| Jpmorgan Chase Bank Na | Indianapolis | IN | 06/2024 | Present |
| Jpmorgan Securities Llc | Indianapolis | IN | 06/2024 | Present |
Entity Name: EcoGrains Investment related: No "Address: 1623 W Fulton St., Chicago, IL 60612 https://ecograins.co/" Nature of the other business: Fuel Production Position/Title/Relationship: Board Member Start Date: 07/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: EcoGrains transforms surplus distillers grains with solubles (DGS) into sustainable aviation fuel (SAF) through advanced microbial fermentation and catalytic conversion technologies. I will serve as an independent non-executive Board Member. This role in not similar to my role at the firm. Entity Name: Ivy Tech Foundation Investment related: No "Address: 2820 N Meridian St, Indianapolis, IN 46208 https://giving.ivytech.edu/ " Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Ivy Tech Foundation is a university foundation. I serve as Vice-Chair of the board. The foundation's assets are managed by the Indianapolis JPM Private Bank. Entity Name: Escala Foundation Inc. Investment related: No "Address: 8340 Little Eagle Ct Indianapolis IN 46234" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/01/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I serve as Vice President of the Board & Treasurer. My role as treasurer is limited to looking over program disbursements such as scholarships and program expenses. This external role is very different then my role at the firm and there is no connection to JPMorgan Chase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-02 |
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